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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Lido Advisors's PRFZ Position: Q1 2026 in Review

Lido Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 43% in Q1 2026, selling an estimated $542K and leaving 14,994 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Lido Advisors first reported a position in PRFZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2023. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Lido Advisors held 14,994 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $688K as of Q1 2026.
Lido Advisors sold 11,378 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $542K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1134 holding.
Lido Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 13 quarters since.
Lido Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.31M in Q2 2023.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.