Lyell Wealth Management
PRFZ icon

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
Q3 		$234K Hold
4,474
– – 0.01% 217
2026
Q2 		$250K Sell
4,474
-200
-4% -$10.2K 0.02% 216
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Three Bridge Wealth Advisors
Three Bridge Wealth Advisors Los Altos, California $469M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Lyell Wealth Management's PRFZ Position: Q3 2026 in Review

Lyell Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 4,474 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #217.

Lyell Wealth Management first reported a position in PRFZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $311K in Q4 2025. 224 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Lyell Wealth Management held 4,474 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $234K as of Q3 2026.
  • Lyell Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #217 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 10 quarters since.
  • Lyell Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $311K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.