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

Revolve 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	$694K	Sell	12,442 -555	-4%	-$28.3K	0.07%	154
2026 Q1	$596K	Hold	12,997	–	–	0.08%	116
2025 Q4	$596K	Hold	12,997	–	–	0.07%	120
2025 Q3	$590K	Hold	12,997	–	–	0.07%	119
2025 Q2	$529K	Sell	12,997 -841	-6%	-$32.1K	0.07%	120
2025 Q1	$524K	Buy	13,838 +1,396	+11%	+$57.2K	0.08%	114
2024 Q4	$518K	Buy	+12,442	New	+$533K	0.07%	119

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

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

Revolve Wealth Partners reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 4.3% in Q2 2026, selling an estimated $28.3K and leaving 12,442 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #154.

Revolve Wealth Partners first reported a position in PRFZ in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Revolve Wealth Partners held 12,442 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $694K as of Q2 2026.
Revolve Wealth Partners sold 555 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $28.3K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.07% of Revolve Wealth Partners's portfolio in Q2 2026, its #154 holding.
Revolve Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.