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

Medallion Wealth 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	$12.5K	Sell	225 -475	-68%	-$24.2K	﹤0.01%	701
2026 Q1	$32.1K	Hold	700	–	–	0.01%	560
2025 Q4	$32.1K	Hold	700	–	–	0.01%	553
2025 Q3	$31.8K	Hold	700	–	–	0.01%	551
2025 Q2	$28.5K	Hold	700	–	–	0.01%	557
2025 Q1	$26.5K	Hold	700	–	–	0.01%	532
2024 Q4	$26.5K	Buy	+700	New	+$30K	0.01%	516

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

Medallion Wealth Advisors's PRFZ Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 68% in Q2 2026, selling an estimated $24.2K and leaving 225 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Medallion Wealth Advisors first reported a position in PRFZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.1K in Q4 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Medallion Wealth Advisors held 225 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.5K as of Q2 2026.
Medallion Wealth Advisors sold 475 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $24.2K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #701 holding.
Medallion Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $32.1K in Q4 2025.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.