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 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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

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

Lyell Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 4.3% in Q2 2026, selling an estimated $10.2K and leaving 4,474 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #216.

Lyell Wealth Management first reported a position in PRFZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $311K in Q4 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Lyell Wealth Management held 4,474 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $250K as of Q2 2026.
Lyell Wealth Management sold 200 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $10.2K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #216 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 9 quarters since.
Lyell Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $311K in Q4 2025.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.