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

Moneta Group 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	$378K	Sell	6,781 -132	-2%	-$6.72K	﹤0.01%	628
2026 Q1	$317K	Buy	6,913 +191	+3%	+$9.1K	﹤0.01%	614
2025 Q4	$308K	Buy	6,722 +7	+0.1%	+$320	﹤0.01%	624
2025 Q3	$305K	Buy	6,715 +254	+4%	+$11K	﹤0.01%	614
2025 Q2	$263K	Buy	6,461 +614	+11%	+$23.4K	﹤0.01%	595
2025 Q1	$221K	Buy	+5,847	New	+$240K	﹤0.01%	606

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

Moneta Group Investment Advisors's PRFZ Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 1.9% in Q2 2026, selling an estimated $6.72K and leaving 6,781 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Moneta Group Investment Advisors first reported a position in PRFZ in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Moneta Group Investment Advisors held 6,781 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $378K as of Q2 2026.
Moneta Group Investment Advisors sold 132 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $6.72K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #628 holding.
Moneta Group Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2025 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

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