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

NewEdge 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	$636K	Buy	13,855 +1,640	+13%	+$78.2K	﹤0.01%	1802
2025 Q4	$561K	Buy	12,215 +53	+0.4%	+$2.42K	﹤0.01%	1883
2025 Q3	$552K	Buy	12,162 +11,233	+1,209%	+$487K	﹤0.01%	1753
2025 Q2	$37.8K	Buy	929 +171	+23%	+$6.52K	﹤0.01%	2746
2025 Q1	$28.7K	Hold	758	–	–	﹤0.01%	2737
2024 Q4	$31.5K	Buy	758 +1	+0.1%	+$43	﹤0.01%	2676
2024 Q3	$31.5K	Hold	757	–	–	﹤0.01%	2580
2024 Q2	$28.9K	Buy	757 +1	+0.1%	+$38	﹤0.01%	2514
2024 Q1	$29.7K	Hold	756	–	–	﹤0.01%	2483
2023 Q4	$28.3K	Buy	756 +171	+29%	+$5.73K	﹤0.01%	2436
2023 Q3	$19.3K	Buy	585 +165	+39%	+$5.74K	﹤0.01%	2393
2023 Q2	$14.4K	Buy	+420	New	+$13.7K	﹤0.01%	2487
2023 Q1	–	Sell	-570	Closed	-$18.1K	–	3962
2022 Q4	$18.1K	Buy	+570	New	+$18.3K	﹤0.01%	2154

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 $768M AUM 14.21% 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

NewEdge Advisors's PRFZ Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 13% in Q1 2026, buying an estimated $78.2K and bringing the position to 13,855 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

NewEdge Advisors first reported a position in PRFZ in Q4 2022 and has held it in 13 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

NewEdge Advisors held 13,855 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $636K as of Q1 2026.
NewEdge Advisors bought 1,640 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $78.2K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1802 holding.
NewEdge Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 13 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.