Litman Gregory Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$124K	Buy	+2,695	New	+$123K	0.01%	171
2021 Q2	–	Sell	-2,695	Closed	-$95K	–	156
2021 Q1	$95K	Hold	2,695	–	–	0.02%	76
2020 Q4	$81K	Hold	2,695	–	–	0.01%	82
2020 Q3	$63K	Hold	2,695	–	–	0.01%	91
2020 Q2	$60K	Hold	2,695	–	–	0.01%	87
2020 Q1	$48K	Sell	2,695 -1,255	-32%	-$30.4K	0.01%	84
2019 Q4	$108K	Buy	3,950 +1,255	+47%	+$33.1K	0.02%	71
2019 Q3	$68K	Hold	2,695	–	–	0.02%	71
2019 Q2	$69K	Hold	2,695	–	–	0.02%	75
2019 Q1	$69K	Hold	2,695	–	–	0.02%	62
2018 Q4	$61K	Hold	2,695	–	–	0.02%	69
2018 Q3	$77K	Hold	2,695	–	–	0.03%	55
2018 Q2	$75K	Hold	2,695	–	–	0.03%	47
2018 Q1	$69K	Hold	2,695	–	–	0.03%	74
2017 Q4	$70K	Hold	2,695	–	–	0.02%	45
2017 Q3	$68K	Hold	2,695	–	–	0.03%	45
2017 Q2	$64K	Hold	2,695	–	–	0.04%	33
2017 Q1	$63K	Hold	2,695	–	–	0.04%	37
2016 Q4	$62K	Hold	2,695	–	–	0.04%	33
2016 Q3	$57K	Hold	2,695	–	–	0.04%	28
2016 Q2	$52K	Hold	2,695	–	–	0.04%	28
2016 Q1	$51K	Buy	+2,695	New	+$47.4K	0.04%	32
2014 Q3	–	Sell	-3,465	Closed	-$70K	–	18
2014 Q2	$70K	Sell	3,465 -1,085	-24%	-$21.2K	0.13%	13
2014 Q1	$90K	Hold	4,550	–	–	0.11%	15
2013 Q4	$89K	Buy	+4,550	New	+$84.7K	0.11%	15

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SFGP

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

Litman Gregory Wealth Management's PRFZ Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025: 2,695 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PRFZ as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in PRFZ in Q4 2013 and has held it in 25 quarters since. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Litman Gregory Wealth Management held 2,695 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $124K as of Q4 2025.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #171 holding.
Litman Gregory Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 25 quarters since.
316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.