Parkside Financial Bank & Trust’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Parkside Financial Bank & Trust’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	$1.88K	Buy	+41	New	+$1.95K	﹤0.01%	2140
2022 Q1	–	Sell	-1,130	Closed	-$43K	–	1910
2021 Q4	$43K	Hold	1,130	–	–	0.01%	561
2021 Q3	$41K	Hold	1,130	–	–	0.01%	554
2021 Q2	$42K	Hold	1,130	–	–	0.01%	550
2021 Q1	$40K	Hold	1,130	–	–	0.01%	546
2020 Q4	$34K	Hold	1,130	–	–	0.01%	569
2020 Q3	$26K	Hold	1,130	–	–	0.01%	583
2020 Q2	$25K	Buy	+1,130	New	+$23.2K	0.01%	580

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

Parkside Financial Bank & Trust's PRFZ Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 41 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #2140 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in PRFZ as recently as Q4 2021.

Parkside Financial Bank & Trust first reported a position in PRFZ in Q2 2020 and has held it in 8 quarters since. The position peaked at $43K in Q4 2021. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Parkside Financial Bank & Trust held 41 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.88K as of Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Parkside Financial Bank & Trust position in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2140 holding.
Parkside Financial Bank & Trust first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2020 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $43K in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.