Regal Investment Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Regal Investment 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	$10M	Buy	179,531 +4,584	+3%	+$233K	0.52%	40
2026 Q1	$8.02M	Buy	174,947 +1,055	+0.6%	+$50.3K	0.46%	54
2025 Q4	$7.98M	Buy	173,892 +2,983	+2%	+$136K	0.48%	51
2025 Q3	$7.76M	Buy	170,909 +3,264	+2%	+$142K	0.51%	51
2025 Q2	$6.82M	Buy	167,645 +4,343	+3%	+$166K	0.51%	50
2025 Q1	$6.18M	Buy	163,302 +13,684	+9%	+$561K	0.5%	52
2024 Q4	$6.23M	Buy	149,618 +9,127	+6%	+$391K	0.47%	57
2024 Q3	$5.84M	Buy	140,491 +9,471	+7%	+$380K	0.41%	67
2024 Q2	$5M	Buy	131,020 +5,235	+4%	+$199K	0.33%	87
2024 Q1	$4.94M	Buy	+125,785	New	+$4.68M	0.34%	87
2014 Q3	–	Sell	-580	Closed	-$12K	–	969
2014 Q2	$12K	Hold	580	–	–	﹤0.01%	637
2014 Q1	$12K	Hold	580	–	–	0.01%	608
2013 Q4	$11K	Hold	580	–	–	0.01%	581
2013 Q3	$10K	Hold	580	–	–	0.01%	603
2013 Q2	$9K	Buy	+580	New	+$9.22K	0.01%	618

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

Regal Investment Advisors's PRFZ Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.6% in Q2 2026, buying an estimated $233K and bringing the position to 179,531 shares worth $10M. The position accounts for 0.52% of the portfolio, ranked #40.

Regal Investment Advisors first reported a position in PRFZ in Q2 2013 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Regal Investment Advisors held 179,531 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $10M as of Q2 2026.
Regal Investment Advisors bought 4,584 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $233K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.52% of Regal Investment Advisors's portfolio in Q2 2026, its #40 holding.
Regal Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2013 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.