Lido Advisors
PRFZ icon

Lido Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Lido Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Sell
13,270
-1,724
-11% -$87.8K ﹤0.01% 1259
2026
Q1 		$688K Sell
14,994
-11,378
-43% -$542K ﹤0.01% 1134
2025
Q4 		$1.2M Sell
26,372
-1
-0% -$46 ﹤0.01% 933
2025
Q3 		$1.2M Buy
26,373
+806
+3% +$35K ﹤0.01% 880
2025
Q2 		$1.04M Sell
25,567
-114
-0.4% -$4.35K ﹤0.01% 835
2025
Q1 		$972K Sell
25,681
-397
-2% -$16.3K ﹤0.01% 794
2024
Q4 		$1.09M Buy
26,078
+2,502
+11% +$107K ﹤0.01% 735
2024
Q3 		$980K Sell
23,576
-2,882
-11% -$116K ﹤0.01% 717
2024
Q2 		$1.01M Buy
26,458
+3,330
+14% +$127K 0.01% 662
2024
Q1 		$908K Buy
23,128
+180
+0.8% +$6.7K 0.01% 691
2023
Q4 		$860K Sell
22,948
-11,417
-33% -$383K 0.01% 668
2023
Q3 		$1.13M Sell
34,365
-3,850
-10% -$134K 0.01% 507
2023
Q2 		$1.31M Buy
+38,215
New +$1.25M 0.01% 466
2022
Q1 		– Sell
-5,255
Closed -$201K – 1074
2021
Q4 		$201K Buy
+5,255
New +$200K ﹤0.01% 958

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors's PRFZ Position: Q2 2026 in Review

Lido Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 11% in Q2 2026, selling an estimated $87.8K and leaving 13,270 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Lido Advisors first reported a position in PRFZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2023. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Lido Advisors held 13,270 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $740K as of Q2 2026.
  • Lido Advisors sold 1,724 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $87.8K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1259 holding.
  • Lido Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 14 quarters since.
  • Lido Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.31M in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.