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

MCF 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 Q3	–	Sell	-511	Closed	-$28.5K	–	1074
2026 Q2	$28.5K	Hold	511	–	–	﹤0.01%	805
2026 Q1	$23.4K	Hold	511	–	–	﹤0.01%	780
2025 Q4	$23.4K	Hold	511	–	–	﹤0.01%	665
2025 Q3	$23.2K	Buy	511 +416	+438%	+$18K	﹤0.01%	559
2025 Q2	$3.86K	Hold	95	–	–	﹤0.01%	777
2025 Q1	$3.6K	Hold	95	–	–	﹤0.01%	774
2024 Q4	$3.95K	Hold	95	–	–	﹤0.01%	789
2024 Q3	$3.95K	Hold	95	–	–	﹤0.01%	773
2024 Q2	$3.62K	Hold	95	–	–	﹤0.01%	783
2024 Q1	$3.73K	Hold	95	–	–	﹤0.01%	754
2023 Q4	$3.56K	Hold	95	–	–	﹤0.01%	719
2023 Q3	$3.14K	Hold	95	–	–	﹤0.01%	718
2023 Q2	$3.26K	Hold	95	–	–	﹤0.01%	668
2023 Q1	$3.13K	Hold	95	–	–	﹤0.01%	665
2022 Q4	$3.01K	Buy	+95	New	+$3.04K	﹤0.01%	636

Other funds holding PRFZ

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

MCF Advisors's PRFZ Position: Q3 2026 in Review

MCF Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2026, closing a stake of 511 shares — an estimated $28.5K sold.

MCF Advisors first reported a position in PRFZ in Q4 2022 and held it in 15 quarters. The position peaked at $28.5K in Q2 2026. 148 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

MCF Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 511 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $28.5K.
MCF Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and held it in 15 quarters.
MCF Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $28.5K in Q2 2026.
148 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.