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PRFZ icon

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

Parallel 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
Q2 		$1.05M Buy
18,898
+498
+3% +$25.4K 0.02% 504
2026
Q1 		$844K Hold
18,400
– – 0.02% 536
2025
Q4 		$844K Hold
18,400
– – 0.02% 497
2025
Q3 		$836K Hold
18,400
– – 0.02% 496
2025
Q2 		$748K Sell
18,400
-2,178
-11% -$83.1K 0.02% 509
2025
Q1 		$779K Hold
20,578
– – 0.02% 459
2024
Q4 		$856K Sell
20,578
-2,202
-10% -$94.3K 0.02% 435
2024
Q3 		$947K Buy
22,780
+1,015
+5% +$40.7K 0.02% 397
2024
Q2 		$830K Sell
21,765
-555
-2% -$21.1K 0.02% 400
2024
Q1 		$877K Buy
22,320
+2
+0% +$74 0.02% 395
2023
Q4 		$837K Buy
22,318
+2
+0% +$67 0.02% 372
2023
Q3 		$736K Buy
22,316
+6
+0% +$209 0.02% 369
2023
Q2 		$767K Sell
22,310
-1,140
-5% -$37.2K 0.02% 370
2023
Q1 		$772K Buy
23,450
+5
+0% +$168 0.03% 358
2022
Q4 		$743K Sell
23,445
-5
-0% -$160 0.03% 315
2022
Q3 		$683K Buy
23,450
+5
+0% +$163 0.03% 316
2022
Q2 		$719K Hold
23,445
– – 0.03% 306
2022
Q1 		$865K Hold
23,445
– – 0.03% 301
2021
Q4 		$899K Buy
23,445
+5
+0% +$191 0.03% 302
2021
Q3 		$856K Buy
23,440
+535
+2% +$19.6K 0.03% 285
2021
Q2 		$856K Hold
22,905
– – 0.04% 282
2021
Q1 		$808K Sell
22,905
-1,665
-7% -$56.8K 0.04% 264
2020
Q4 		$742K Buy
24,570
+15,925
+184% +$432K 0.04% 256
2020
Q3 		$202K Buy
+8,645
New +$205K 0.01% 556

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Parallel Advisors's PRFZ Position: Q2 2026 in Review

Parallel Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 18,898 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #504.

Parallel Advisors first reported a position in PRFZ in Q3 2020 and has held it in 24 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Parallel Advisors held 18,898 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.05M as of Q2 2026.
  • Parallel Advisors bought 498 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $25.4K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Parallel Advisors's portfolio in Q2 2026, its #504 holding.
  • Parallel Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2020 and has held it in 24 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.