MIA
PRFZ icon

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

Milestone Investment 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 		$73.2K Hold
1,313
– – 0.02% 110
2026
Q1 		$60.2K Hold
1,313
– – 0.01% 111
2025
Q4 		$60.2K Hold
1,313
– – 0.01% 110
2025
Q3 		$59.6K Hold
1,313
– – 0.01% 101
2025
Q2 		$53.4K Hold
1,313
– – 0.01% 101
2025
Q1 		$49.7K Hold
1,313
– – 0.01% 101
2024
Q4 		$54.6K Hold
1,313
– – 0.01% 103
2024
Q3 		$54.5K Hold
1,313
– – 0.02% 101
2024
Q2 		$50.1K Hold
1,313
– – 0.01% 102
2024
Q1 		$51.6K Hold
1,313
– – 0.01% 99
2023
Q4 		$49.2K Hold
1,313
– – 0.01% 93
2023
Q3 		$43.3K Sell
1,313
-2
-0.2% -$70 0.01% 212
2023
Q2 		$45.1K Hold
1,315
– – 0.01% 87
2023
Q1 		$43.2K Hold
1,315
– – 0.01% 216
2022
Q4 		$41.6K Buy
+1,315
New +$42.1K 0.01% 83

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Milestone Investment Advisors's PRFZ Position: Q2 2026 in Review

Milestone Investment Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 1,313 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #110.

Milestone Investment Advisors first reported a position in PRFZ in Q4 2022 and has held it in 15 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Milestone Investment Advisors held 1,313 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $73.2K as of Q2 2026.
  • Milestone Investment Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Milestone Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Milestone Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 15 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

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