MWM
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
Q2 		$37.4K Buy
+670
New +$34.1K 0.01% 279

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Mosley Wealth Management's PRFZ Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 670 shares worth $37.4K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

216 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Mosley Wealth Management held 670 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $37.4K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Mosley Wealth Management position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #279 holding.
  • 216 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.