Mosley Wealth Management
PRFZ icon

Mosley Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Mosley Wealth Management’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
Q3 		$35.3K Hold
670
– – 0.01% 298
2026
Q2 		$37.4K Buy
+670
New +$34.1K 0.01% 279

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Wealth Enhancement Advisory Services
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Johnson & White Wealth Management
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Three Bridge Wealth Advisors
Three Bridge Wealth Advisors Los Altos, California $469M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Mariner
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mosley Wealth Management's PRFZ Position: Q3 2026 in Review

Mosley Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 670 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #298.

Mosley Wealth Management first reported a position in PRFZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $37.4K in Q2 2026. 234 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Mosley Wealth Management held 670 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $35.3K as of Q3 2026.
  • Mosley Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #298 holding.
  • Mosley Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $37.4K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.