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

RiverFront Investment Group’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	$786K	Hold	14,094	–	–	0.01%	246
2026 Q1	$646K	Buy	14,094 +1,495	+12%	+$71.3K	0.01%	236
2025 Q4	$578K	Buy	12,599 +220	+2%	+$10.1K	0.01%	218
2025 Q3	$562K	Buy	12,379 +4,404	+55%	+$191K	0.01%	200
2025 Q2	$324K	Sell	7,975 -4,149	-34%	-$158K	0.01%	246
2025 Q1	$459K	Buy	12,124 +220	+2%	+$9.02K	0.01%	195
2024 Q4	$495K	Sell	11,904 -265	-2%	-$11.3K	0.01%	162
2024 Q3	$506K	Buy	12,169 +2,794	+30%	+$112K	0.01%	150
2024 Q2	$358K	Buy	+9,375	New	+$357K	0.01%	135

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

RiverFront Investment Group's PRFZ Position: Q2 2026 in Review

RiverFront Investment Group held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 14,094 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #246.

RiverFront Investment Group first reported a position in PRFZ in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

RiverFront Investment Group held 14,094 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $786K as of Q2 2026.
RiverFront Investment Group 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 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #246 holding.
RiverFront Investment Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.