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Mark Sheptoff Financial Planning’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Mark Sheptoff Financial Planning’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 		$6.56K Hold
128
– – ﹤0.01% 398
2025
Q4 		$5.87K Hold
128
– – ﹤0.01% 406
2025
Q3 		$5.81K Buy
+128
New +$5.55K ﹤0.01% 397

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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

Mark Sheptoff Financial Planning's PRFZ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 128 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Mark Sheptoff Financial Planning first reported a position in PRFZ in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Mark Sheptoff Financial Planning held 128 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $6.56K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #398 holding.
  • Mark Sheptoff Financial Planning first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.