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

LJI 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
2026
Q2 		$202K Buy
+3,625
New +$185K 0.03% 198
2023
Q3 		– Sell
-3,625
Closed -$125K – 182
2023
Q2 		$125K Buy
+3,625
New +$118K 0.04% 160

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

LJI Wealth Management's PRFZ Position: Q2 2026 in Review

LJI Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 3,625 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: LJI Wealth Management previously reported a position in PRFZ as recently as Q2 2023.

LJI Wealth Management first reported a position in PRFZ in Q2 2023 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • LJI Wealth Management held 3,625 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $202K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new LJI Wealth Management position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #198 holding.
  • LJI Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2023 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.