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 Q3	$286K	Buy	5,474 +797	+17%	+$43.4K	0.01%	331
2026 Q2	$261K	Buy	4,677 +671	+17%	+$34.2K	0.01%	320
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Root Financial Partners's PRFZ Position: Q3 2026 in Review

Root Financial Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 17% in Q3 2026, buying an estimated $43.4K and bringing the position to 5,474 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #331.

Root Financial Partners first reported a position in PRFZ in Q3 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Root Financial Partners held 5,474 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $286K as of Q3 2026.
Root Financial Partners bought 797 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $43.4K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #331 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 5 quarters since.
303 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.