Salomon & Ludwin’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Salomon & Ludwin’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	$11.9K	Sell	213 -11	-5%	-$560	﹤0.01%	1510
2026 Q1	$10.4K	Hold	224	–	–	﹤0.01%	1500
2025 Q4	$10.5K	Hold	224	–	–	﹤0.01%	1409
2025 Q3	$10.3K	Hold	224	–	–	﹤0.01%	1283
2025 Q2	$9.35K	Hold	224	–	–	﹤0.01%	491
2025 Q1	$8.48K	Hold	224	–	–	﹤0.01%	468
2024 Q4	$9.32K	Sell	224 -11	-5%	-$471	﹤0.01%	453
2024 Q3	$9.76K	Hold	235	–	–	﹤0.01%	457
2024 Q2	$8.96K	Hold	235	–	–	﹤0.01%	459
2024 Q1	$9.23K	Hold	235	–	–	﹤0.01%	563
2023 Q4	$7.75K	Hold	235	–	–	﹤0.01%	525
2023 Q3	$7.75K	Buy	+235	New	+$8.18K	﹤0.01%	523

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

Salomon & Ludwin's PRFZ Position: Q2 2026 in Review

Salomon & Ludwin reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 4.9% in Q2 2026, selling an estimated $560 and leaving 213 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Salomon & Ludwin first reported a position in PRFZ in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Salomon & Ludwin held 213 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $11.9K as of Q2 2026.
Salomon & Ludwin sold 11 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $560.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1510 holding.
Salomon & Ludwin first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and has held it in 12 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.