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

RMG Wealth Management’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	-2,858	Closed	-$146K	–	680
2026 Q1	$146K	Buy	+2,858	New	+$136K	0.02%	85
2025 Q4	–	Sell	-2,858	Closed	-$130K	–	475
2025 Q3	$130K	Hold	2,858	–	–	0.02%	74
2025 Q2	$120K	Buy	+2,858	New	+$109K	0.02%	76

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

RMG Wealth Management's PRFZ Position: Q2 2026 in Review

RMG Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026, closing a stake of 2,858 shares — an estimated $146K sold.

RMG Wealth Management first reported a position in PRFZ in Q2 2025 and held it in 3 quarters. The position peaked at $146K in Q1 2026. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

RMG Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 2,858 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $146K.
RMG Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and held it in 3 quarters.
RMG Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $146K in Q1 2026.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.