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Maryland Capital Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Maryland Capital Advisors’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 		$6.92K Buy
+124
New +$6.31K ﹤0.01% 212
2025
Q4 		$5.69K Hold
124
– – ﹤0.01% 222
2025
Q3 		$5.63K Buy
+124
New +$5.38K ﹤0.01% 205

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Maryland Capital Advisors's PRFZ Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 124 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in PRFZ as recently as Q4 2025.

Maryland Capital Advisors first reported a position in PRFZ in Q3 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Maryland Capital Advisors held 124 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $6.92K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #212 holding.
  • Maryland Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.