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

Root Financial 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
Q1 		$184K Hold
4,006
– – 0.01% 354
2025
Q4 		$184K Buy
4,006
+671
+20% +$30.7K 0.01% 318
2025
Q3 		$151K Buy
+3,335
New +$145K 0.01% 335

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Root Financial Partners's PRFZ Position: Q1 2026 in Review

Root Financial Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 4,006 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #354.

Root Financial Partners first reported a position in PRFZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $184K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Root Financial Partners held 4,006 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $184K as of Q1 2026.
  • Root Financial Partners left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #354 holding.
  • Root Financial Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $184K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.