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PRFZ icon

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

Sachetta’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 		$61.8K Buy
1,107
+2
+0.2% +$102 0.03% 182
2026
Q1 		$50.7K Buy
1,105
+2
+0.2% +$95 0.03% 201
2025
Q4 		$50.6K Buy
1,103
+3
+0.3% +$137 0.03% 198
2025
Q3 		$50K Buy
1,100
+2
+0.2% +$87 0.02% 264
2025
Q2 		$44.6K Buy
1,098
+3
+0.3% +$114 0.02% 270
2025
Q1 		$41.4K Sell
1,095
-143
-12% -$5.86K 0.02% 272
2024
Q4 		$51.5K Sell
1,238
-18
-1% -$771 0.02% 255
2024
Q3 		$52.2K Sell
1,256
-13,577
-92% -$544K 0.02% 267
2024
Q2 		$616K Sell
14,833
-17,628
-54% -$672K 0.27% 77
2024
Q1 		$1.22M Hold
32,461
– – 0.58% 31
2023
Q4 		$1.22M Buy
+32,461
New +$1.09M 0.58% 31

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sachetta's PRFZ Position: Q2 2026 in Review

Sachetta increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.18% in Q2 2026, buying an estimated $102 and bringing the position to 1,107 shares worth $61.8K. The position accounts for 0.03% of the portfolio, ranked #182.

Sachetta first reported a position in PRFZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2024. 61 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Sachetta held 1,107 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $61.8K as of Q2 2026.
  • Sachetta bought 2 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $102.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Sachetta's portfolio in Q2 2026, its #182 holding.
  • Sachetta first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.22M in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.