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

RetireMitten Financial’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 		– Sell
-460
Closed -$21.1K – 118
2026
Q1 		$21.1K Buy
+460
New +$21.9K 0.01% 96

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

RetireMitten Financial's PRFZ Position: Q2 2026 in Review

RetireMitten Financial sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026, closing a stake of 460 shares — an estimated $21.1K sold.

RetireMitten Financial first reported a position in PRFZ in Q1 2026 and held it in 1 quarter. The position peaked at $21.1K in Q1 2026. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • RetireMitten Financial reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
  • RetireMitten Financial sold 460 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $21.1K.
  • RetireMitten Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and held it in 1 quarter.
  • RetireMitten Financial's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $21.1K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.