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

Resonant Capital 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	$1.69M	Hold	30,390	–	–	0.08%	148
2026 Q1	$1.39M	Buy	30,390 +474	+2%	+$22.6K	0.07%	154
2025 Q4	$1.37M	Sell	29,916 -1,905	-6%	-$87.1K	0.08%	147
2025 Q3	$1.45M	Sell	31,821 -1,671	-5%	-$72.5K	0.08%	139
2025 Q2	$1.36M	Hold	33,492	–	–	0.09%	139
2025 Q1	$1.27M	Hold	33,492	–	–	0.09%	137
2024 Q4	$1.39M	Sell	33,492 -3,235	-9%	-$139K	0.1%	130
2024 Q3	$1.53M	Hold	36,727	–	–	0.11%	122
2024 Q2	$1.4M	Hold	36,727	–	–	0.11%	123
2024 Q1	$1.44M	Buy	36,727 +262	+0.7%	+$9.76K	0.12%	124
2023 Q4	$1.37M	Hold	36,465	–	–	0.13%	124
2023 Q3	$1.2M	Hold	36,465	–	–	0.13%	115
2023 Q2	$1.25M	Sell	36,465 -2,290	-6%	-$74.6K	0.14%	114
2023 Q1	$1.28M	Hold	38,755	–	–	0.14%	113
2022 Q4	$1.23M	Hold	38,755	–	–	0.15%	112
2022 Q3	$1.13M	Hold	38,755	–	–	0.17%	106
2022 Q2	$1.19M	Hold	38,755	–	–	0.19%	99
2022 Q1	$1.43M	Sell	38,755 -1,065	-3%	-$38.7K	0.21%	90
2021 Q4	$1.53M	Hold	39,820	–	–	0.23%	84
2021 Q3	$1.45M	Buy	39,820 +12,920	+48%	+$473K	0.25%	81
2021 Q2	$1M	Hold	26,900	–	–	0.19%	87
2021 Q1	$949K	Sell	26,900 -1,500	-5%	-$51.2K	0.2%	85
2020 Q4	$857K	Hold	28,400	–	–	0.2%	84
2020 Q3	$665K	Sell	28,400 -13,210	-32%	-$312K	0.19%	85
2020 Q2	$930K	Sell	41,610 -67,405	-62%	-$1.38M	0.27%	78
2020 Q1	$1.95M	Sell	109,015 -15,035	-12%	-$364K	0.71%	38
2019 Q4	$3.39M	Buy	+124,050	New	+$3.27M	1.07%	18

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

Resonant Capital Advisors's PRFZ Position: Q2 2026 in Review

Resonant Capital Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 30,390 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #148.

Resonant Capital Advisors first reported a position in PRFZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.39M in Q4 2019. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Resonant Capital Advisors held 30,390 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.69M as of Q2 2026.
Resonant Capital Advisors 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 0.08% of Resonant Capital Advisors's portfolio in Q2 2026, its #148 holding.
Resonant Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2019 and has held it in 27 quarters since.
Resonant Capital Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $3.39M in Q4 2019.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.