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

Lyell 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 Q1	$214K	Sell	4,674 -2,100	-31%	-$100K	0.02%	207
2025 Q4	$311K	Hold	6,774	–	–	0.02%	180
2025 Q3	$308K	Hold	6,774	–	–	0.02%	183
2025 Q2	$275K	Hold	6,774	–	–	0.02%	189
2025 Q1	$256K	Hold	6,774	–	–	0.02%	182
2024 Q4	$282K	Hold	6,774	–	–	0.03%	175
2024 Q3	$281K	Hold	6,774	–	–	0.03%	180
2024 Q2	$258K	Buy	+6,774	New	+$258K	0.02%	178

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

Lyell Wealth Management's PRFZ Position: Q1 2026 in Review

Lyell Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 31% in Q1 2026, selling an estimated $100K and leaving 4,674 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #207.

Lyell Wealth Management first reported a position in PRFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Lyell Wealth Management held 4,674 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $214K as of Q1 2026.
Lyell Wealth Management sold 2,100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $100K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #207 holding.
Lyell Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 8 quarters since.
Lyell Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $311K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.