MFG
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Merit Financial Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Merit Financial Group’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 		$996K Buy
17,865
+665
+4% +$33.9K 0.01% 1077
2026
Q1 		$789K Buy
17,200
+11,617
+208% +$554K 0.01% 1106
2025
Q4 		$256K Buy
5,583
+193
+4% +$8.82K ﹤0.01% 1659
2025
Q3 		$245K Hold
5,390
– – ﹤0.01% 1550
2025
Q2 		$219K Buy
+5,390
New +$206K ﹤0.01% 1502

Other funds holding PRFZ

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group's PRFZ Position: Q2 2026 in Review

Merit Financial Group increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 3.9% in Q2 2026, buying an estimated $33.9K and bringing the position to 17,865 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #1077.

Merit Financial Group first reported a position in PRFZ in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Merit Financial Group held 17,865 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $996K as of Q2 2026.
  • Merit Financial Group bought 665 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $33.9K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1077 holding.
  • Merit Financial Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.