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

Rise 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
2025 Q4	–	Sell	-169	Closed	-$7.68K	–	1098
2025 Q3	$7.68K	Hold	169	–	–	﹤0.01%	1095
2025 Q2	$6.86K	Buy	169 +1	+0.6%	+$38	﹤0.01%	1131
2025 Q1	$6.37K	Sell	168 -30	-15%	-$1.23K	﹤0.01%	1147
2024 Q4	$8.24K	Buy	198 +1	+0.5%	+$43	﹤0.01%	1016
2024 Q3	$8.19K	Buy	197 +1	+0.5%	+$40	﹤0.01%	1038
2024 Q2	$7.49K	Hold	196	–	–	﹤0.01%	1053
2024 Q1	$7.68K	Buy	196 +1	+0.5%	+$37	﹤0.01%	1066
2023 Q4	$7.32K	Hold	195	–	–	0.01%	348
2023 Q3	$6.42K	Hold	195	–	–	0.01%	353
2023 Q2	$6.66K	Hold	195	–	–	0.01%	393
2023 Q1	$6.35K	Buy	195 +5	+3%	+$168	﹤0.01%	423
2022 Q4	$6.09K	Hold	190	–	–	﹤0.01%	421
2022 Q3	$6K	Hold	190	–	–	0.01%	417
2022 Q2	$6K	Hold	190	–	–	0.01%	418
2022 Q1	$7K	Hold	190	–	–	0.01%	376
2021 Q4	$7.27K	Buy	+190	New	+$7.24K	0.01%	362

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Rise Advisors's PRFZ Position: Q4 2025 in Review

Rise Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 169 shares — an estimated $7.68K sold.

Rise Advisors first reported a position in PRFZ in Q4 2021 and held it in 16 quarters. The position peaked at $8.24K in Q4 2024. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Rise Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 169 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $7.68K.
Rise Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $8.24K in Q4 2024.
316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.