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

MBL Wealth’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	$267K	Sell	4,789 -100	-2%	-$5.09K	0.02%	309
2026 Q1	$224K	Hold	4,889	–	–	0.02%	304
2025 Q4	$224K	Buy	+4,889	New	+$223K	0.02%	275
2023 Q1	–	Sell	-15,400	Closed	-$488K	–	176
2022 Q4	$488K	Buy	+15,400	New	+$493K	0.09%	100
2022 Q2	–	Sell	-5,600	Closed	-$205K	–	164
2022 Q1	$205K	Buy	+5,600	New	+$203K	0.05%	162
2021 Q1	$403K	Hold	11,430	–	–	0.14%	101
2020 Q4	$345K	Buy	+11,430	New	+$310K	0.14%	92

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

MBL Wealth's PRFZ Position: Q2 2026 in Review

MBL Wealth reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2% in Q2 2026, selling an estimated $5.09K and leaving 4,789 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #309.

MBL Wealth first reported a position in PRFZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $488K in Q4 2022. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

MBL Wealth held 4,789 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $267K as of Q2 2026.
MBL Wealth sold 100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $5.09K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #309 holding.
MBL Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and has held it in 7 quarters since.
MBL Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $488K in Q4 2022.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.