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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Moneta Group Investment Advisors's PRFZ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.8% in Q1 2026, buying an estimated $9.1K and bringing the position to 6,913 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Moneta Group Investment Advisors first reported a position in PRFZ in Q1 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Moneta Group Investment Advisors held 6,913 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $317K as of Q1 2026.
Moneta Group Investment Advisors bought 191 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $9.1K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #614 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 5 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.