PCFFS
PRFZ icon

Pacific Center for Financial Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Pacific Center for Financial Services’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 		$888K Sell
19,356
-483
-2% -$23K 0.23% 39
2025
Q4 		$901K Hold
19,839
– – 0.23% 40
2025
Q3 		$901K Sell
19,839
-773
-4% -$33.5K 0.23% 40
2025
Q2 		$838K Buy
20,612
+23
+0.1% +$877 0.23% 40
2025
Q1 		$780K Buy
20,589
+10
+0% +$410 0.21% 41
2024
Q4 		$856K Sell
20,579
-398
-2% -$17K 0.22% 37
2024
Q3 		$872K Buy
20,977
+27
+0.1% +$1.08K 0.23% 36
2024
Q2 		$799K Sell
20,950
-38
-0.2% -$1.45K 0.22% 38
2024
Q1 		$824K Buy
20,988
+20
+0.1% +$745 0.24% 34
2023
Q4 		$786K Buy
20,968
+27
+0.1% +$905 0.25% 30
2023
Q3 		$691K Buy
20,941
+36
+0.2% +$1.25K 0.23% 33
2023
Q2 		$718K Buy
20,905
+40
+0.2% +$1.3K 0.24% 32
2023
Q1 		$687K Buy
+20,865
New +$702K 0.24% 32
2022
Q3 		$606K Buy
20,805
+60
+0.3% +$1.95K 0.24% 30
2022
Q2 		$636K Buy
20,745
+25
+0.1% +$832 0.26% 28
2022
Q1 		$757K Buy
20,720
+25
+0.1% +$907 0.27% 28
2021
Q4 		$794K Buy
20,695
+20
+0.1% +$762 0.32% 28
2021
Q3 		$755K Buy
20,675
+15
+0.1% +$549 0.33% 26
2021
Q2 		$772K Buy
20,660
+20
+0.1% +$733 0.34% 27
2021
Q1 		$728K Buy
20,640
+15
+0.1% +$512 0.35% 26
2020
Q4 		$623K Buy
20,625
+25
+0.1% +$679 0.23% 29
2020
Q3 		$482K Buy
20,600
+25
+0.1% +$591 0.2% 32
2020
Q2 		$460K Sell
20,575
-2,435
-11% -$50K 0.23% 32
2020
Q1 		$412K Sell
23,010
-4,360
-16% -$105K 0.26% 26
2019
Q4 		$748K Buy
27,370
+15
+0.1% +$395 0.33% 24
2019
Q3 		$694K Sell
27,355
-970
-3% -$24.5K 0.34% 24
2019
Q2 		$723K Buy
28,325
+355
+1% +$9.07K 0.37% 21
2019
Q1 		$714K Sell
27,970
-145
-0.5% -$3.67K 0.38% 21
2018
Q4 		$639K Sell
28,115
-455
-2% -$11.6K 0.34% 22
2018
Q3 		$813K Sell
28,570
-185
-0.6% -$5.28K 0.4% 22
2018
Q2 		$800K Buy
28,755
+1,755
+7% +$47.6K 0.47% 21
2018
Q1 		$696K Buy
27,000
+2,410
+10% +$63.1K 0.42% 22
2017
Q4 		$639K Buy
24,590
+1,500
+6% +$38.3K 0.39% 22
2017
Q3 		$579K Buy
23,090
+1,910
+9% +$45.4K 0.37% 23
2017
Q2 		$501K Buy
21,180
+1,375
+7% +$32.1K 0.34% 22
2017
Q1 		$461K Buy
19,805
+40
+0.2% +$930 0.32% 25
2016
Q4 		$456K Buy
+19,765
New +$432K 0.35% 25

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

Pacific Center for Financial Services's PRFZ Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.4% in Q1 2026, selling an estimated $23K and leaving 19,356 shares worth $888K. The position accounts for 0.23% of the portfolio, ranked #39.

Pacific Center for Financial Services first reported a position in PRFZ in Q4 2016 and has held it in 37 quarters since. The position peaked at $901K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Pacific Center for Financial Services held 19,356 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $888K as of Q1 2026.
  • Pacific Center for Financial Services sold 483 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $23K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.23% of Pacific Center for Financial Services's portfolio in Q1 2026, its #39 holding.
  • Pacific Center for Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2016 and has held it in 37 quarters since.
  • Pacific Center for Financial Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $901K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.