Private Wealth Management Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Private Wealth Management Group’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	$10.2K	Hold	183	–	–	﹤0.01%	572
2026 Q1	$8.39K	Hold	183	–	–	﹤0.01%	581
2025 Q4	$8.4K	Hold	183	–	–	﹤0.01%	570
2025 Q3	$8.31K	Hold	183	–	–	﹤0.01%	583
2025 Q2	$7.44K	Buy	+183	New	+$6.98K	﹤0.01%	595

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Private Wealth Management Group's PRFZ Position: Q2 2026 in Review

Private Wealth Management Group held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 183 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Private Wealth Management Group first reported a position in PRFZ in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Private Wealth Management Group held 183 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $10.2K as of Q2 2026.
Private Wealth Management Group 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 ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #572 holding.
Private Wealth Management Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.