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PRFZ icon

&Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

&Partners’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 		$434K Buy
7,781
+35
+0.5% +$1.78K ﹤0.01% 1920
2026
Q1 		$355K Buy
7,746
+2,425
+46% +$116K ﹤0.01% 1883
2025
Q4 		$244K Sell
5,321
-33
-0.6% -$1.51K ﹤0.01% 2035
2025
Q3 		$243K Buy
+5,354
New +$232K ﹤0.01% 1854

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

&Partners's PRFZ Position: Q2 2026 in Review

&Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.45% in Q2 2026, buying an estimated $1.78K and bringing the position to 7,781 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

&Partners first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • &Partners held 7,781 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $434K as of Q2 2026.
  • &Partners bought 35 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1.78K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1920 holding.
  • &Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.