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

Plante Moran Financial 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 		$287K Sell
5,146
-1,898
-27% -$96.6K 0.01% 132
2026
Q1 		$323K Hold
7,044
– – 0.02% 121
2025
Q4 		$323K Buy
7,044
+5,420
+334% +$248K 0.02% 124
2025
Q3 		$73.8K Hold
1,624
– – ﹤0.01% 285
2025
Q2 		$66K Buy
1,624
+455
+39% +$17.4K ﹤0.01% 296
2025
Q1 		$44.3K Hold
1,169
– – ﹤0.01% 359
2024
Q4 		$48.6K Sell
1,169
-184
-14% -$7.88K ﹤0.01% 352
2024
Q3 		$56.2K Hold
1,353
– – ﹤0.01% 368
2024
Q2 		$51.6K Hold
1,353
– – 0.01% 335
2024
Q1 		$53.1K Buy
1,353
+1,352
+135,200% +$50.4K 0.01% 325
2023
Q4 		$37 Buy
+1
New +$34 ﹤0.01% 810
2023
Q2 		– Sell
-355
Closed -$11.7K – 851
2023
Q1 		$11.7K Buy
+355
New +$11.9K ﹤0.01% 539
2022
Q4 		– Sell
-1,405
Closed -$41K – 948
2022
Q3 		$41K Buy
+1,405
New +$45.7K 0.01% 342
2022
Q1 		– Sell
-200
Closed -$8K – 955
2021
Q4 		$8K Hold
200
– – ﹤0.01% 733
2021
Q3 		$7K Hold
200
– – ﹤0.01% 743
2021
Q2 		$7K Hold
200
– – ﹤0.01% 736
2021
Q1 		$7K Buy
+200
New +$6.83K ﹤0.01% 717
2020
Q1 		– Sell
-10,105
Closed -$276K – 810
2019
Q4 		$276K Buy
+10,105
New +$266K 0.1% 123
2014
Q1 		– Sell
-525
Closed -$10K – 678
2013
Q4 		$10K Buy
+525
New +$9.78K 0.01% 452

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

Plante Moran Financial Advisors's PRFZ Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 27% in Q2 2026, selling an estimated $96.6K and leaving 5,146 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #132.

Plante Moran Financial Advisors first reported a position in PRFZ in Q4 2013 and has held it in 19 quarters since. The position peaked at $323K in Q4 2025. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Plante Moran Financial Advisors held 5,146 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $287K as of Q2 2026.
  • Plante Moran Financial Advisors sold 1,898 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $96.6K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Plante Moran Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $323K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.