Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Moisand Fitzgerald Tamayo’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	$13.9K	Hold	250	–	–	﹤0.01%	330
2026 Q1	$11.5K	Hold	250	–	–	﹤0.01%	329
2025 Q4	$11.5K	Hold	250	–	–	﹤0.01%	330
2025 Q3	$11.4K	Hold	250	–	–	﹤0.01%	337
2025 Q2	$10.2K	Hold	250	–	–	﹤0.01%	345
2025 Q1	$9.46K	Hold	250	–	–	﹤0.01%	353
2024 Q4	$10.4K	Hold	250	–	–	﹤0.01%	340
2024 Q3	$10.4K	Hold	250	–	–	﹤0.01%	350
2024 Q2	$9.54K	Hold	250	–	–	﹤0.01%	315
2024 Q1	$9.82K	Hold	250	–	–	﹤0.01%	315
2023 Q4	$9.37K	Hold	250	–	–	﹤0.01%	342
2023 Q3	$8.25K	Hold	250	–	–	﹤0.01%	357
2023 Q2	$8.59K	Hold	250	–	–	﹤0.01%	336
2023 Q1	$8.23K	Hold	250	–	–	﹤0.01%	345
2022 Q4	$7.92K	Hold	250	–	–	﹤0.01%	344
2022 Q3	$7K	Hold	250	–	–	﹤0.01%	326
2022 Q2	$8K	Buy	+250	New	+$8.32K	﹤0.01%	286
2022 Q1	–	Sell	-250	Closed	-$10K	–	613
2021 Q4	$10K	Hold	250	–	–	﹤0.01%	255
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	256
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	274
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	223
2020 Q4	$8K	Buy	+250	New	+$6.79K	﹤0.01%	232

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

Moisand Fitzgerald Tamayo's PRFZ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 250 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Moisand Fitzgerald Tamayo first reported a position in PRFZ in Q4 2020 and has held it in 22 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Moisand Fitzgerald Tamayo held 250 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $13.9K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #330 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and has held it in 22 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.