MML Investors Services
PRFZ icon

MML Investors Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

MML Investors Services’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 		$231K Buy
+4,145
New +$211K ﹤0.01% 2996
2025
Q1 		– Sell
-6,749
Closed -$281K – 2780
2024
Q4 		$281K Buy
6,749
+196
+3% +$8.39K ﹤0.01% 2306
2024
Q3 		$272K Buy
6,553
+6
+0.1% +$241 ﹤0.01% 2242
2024
Q2 		$250K Sell
6,547
-1,357
-17% -$51.7K ﹤0.01% 2208
2024
Q1 		$310K Sell
7,904
-22
-0.3% -$819 ﹤0.01% 2091
2023
Q4 		$297K Buy
7,926
+1,596
+25% +$53.5K ﹤0.01% 2049
2023
Q3 		$209K Sell
6,330
-1,805
-22% -$62.8K ﹤0.01% 2131
2023
Q2 		$280K Buy
8,135
+570
+8% +$18.6K ﹤0.01% 1972
2023
Q1 		$249K Sell
7,565
-145
-2% -$4.88K ﹤0.01% 1790
2022
Q4 		$244K Buy
+7,710
New +$247K ﹤0.01% 1906
2020
Q4 		– Sell
-10,500
Closed -$246K – 1696
2020
Q3 		$246K Buy
+10,500
New +$248K ﹤0.01% 1390
2019
Q3 		– Sell
-17,785
Closed -$454K – 1569
2019
Q2 		$454K Buy
17,785
+4,785
+37% +$122K 0.01% 1072
2019
Q1 		$332K Sell
13,000
-8,355
-39% -$211K 0.01% 1216
2018
Q4 		$485K Buy
21,355
+7,295
+52% +$185K 0.01% 925
2018
Q3 		$400K Buy
+14,060
New +$402K 0.01% 1118
2017
Q1 		– Sell
-10,600
Closed -$244K – 824
2016
Q4 		$244K Sell
10,600
-27,340
-72% -$597K 0.27% 41
2016
Q3 		$800K Sell
37,940
-31,615
-45% -$652K 0.92% 22
2016
Q2 		$1.35M Buy
69,555
+1,075
+2% +$20.7K 1.21% 23
2016
Q1 		$1.29M Sell
68,480
-222,345
-76% -$3.91M 1.18% 22
2015
Q4 		$5.46M Buy
290,825
+18,835
+7% +$363K 5.07% 7
2015
Q3 		$4.97M Buy
271,990
+23,780
+10% +$467K 5.05% 7
2015
Q2 		$5.15M Buy
+248,210
New +$5.22M 5.28% 7

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 $1.32B AUM 23.07% 1-Year Est. Return

MML Investors Services's PRFZ Position: Q2 2026 in Review

MML Investors Services opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,145 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #2996 among its holdings. This is a return to the name: MML Investors Services previously reported a position in PRFZ as recently as Q4 2024.

MML Investors Services first reported a position in PRFZ in Q2 2015 and has held it in 22 quarters since. The position peaked at $5.46M in Q4 2015. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • MML Investors Services held 4,145 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $231K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new MML Investors Services position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2996 holding.
  • MML Investors Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2015 and has held it in 22 quarters since.
  • MML Investors Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.46M in Q4 2015.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.