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 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	$3.13K	Hold	95	–	–	﹤0.01%	718
2023 Q2	$3.27K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 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

MCF Advisors's PRFZ Position: Q1 2026 in Review

MCF Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 511 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

MCF Advisors first reported a position in PRFZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.4K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

MCF Advisors held 511 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $23.4K as of Q1 2026.
MCF Advisors 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 MCF Advisors's portfolio in Q1 2026, its #780 holding.
MCF Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 14 quarters since.
MCF Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $23.4K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.