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PRFZ icon

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

Principle Wealth 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 		$335K Hold
6,000
– – 0.02% 309
2026
Q1 		$275K Hold
6,000
– – 0.02% 327
2025
Q4 		$275K Hold
6,000
– – 0.02% 330
2025
Q3 		$273K Buy
+6,000
New +$260K 0.02% 321
2023
Q1 		– Sell
-18,695
Closed -$592K – 322
2022
Q4 		$592K Buy
18,695
+840
+5% +$26.9K 0.07% 170
2022
Q3 		$520 Buy
17,855
+610
+4% +$19.8K 0.05% 176
2022
Q2 		$529K Buy
17,245
+920
+6% +$30.6K 0.06% 188
2022
Q1 		$596K Buy
16,325
+6,670
+69% +$242K 0.06% 184
2021
Q4 		$370K Buy
+9,655
New +$368K 0.04% 240
2020
Q1 		– Sell
-39,115
Closed -$1.07M – 158
2019
Q4 		$1.07M Sell
39,115
-9,350
-19% -$246K 0.34% 55
2019
Q3 		$1.23M Sell
48,465
-11,815
-20% -$298K 0.43% 52
2019
Q2 		$1.54M Sell
60,280
-7,215
-11% -$184K 0.79% 36
2019
Q1 		$1.72M Sell
67,495
-2,500
-4% -$63.2K 0.98% 27
2018
Q4 		$1.59M Buy
+69,995
New +$1.78M 1.34% 24

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Principle Wealth Partners's PRFZ Position: Q2 2026 in Review

Principle Wealth Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 6,000 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #309.

Principle Wealth Partners first reported a position in PRFZ in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.72M in Q1 2019. 232 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Principle Wealth Partners held 6,000 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $335K as of Q2 2026.
  • Principle Wealth Partners left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • Principle Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and has held it in 14 quarters since.
  • Principle Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.72M in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.