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

Sanctuary Advisors’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	$12.8M	Buy	278,140 +17,959	+7%	+$856K	0.07%	312
2025 Q4	$11.9M	Sell	260,181 -35,801	-12%	-$1.64M	0.07%	298
2025 Q3	$13.4M	Buy	295,982 +254,727	+617%	+$11.1M	0.08%	266
2025 Q2	$1.68M	Buy	41,255 +2,832	+7%	+$108K	0.01%	935
2025 Q1	$1.45M	Buy	38,423 +1,059	+3%	+$43.4K	0.01%	938
2024 Q4	$1.61M	Buy	37,364 +1,049	+3%	+$44.9K	0.01%	989
2024 Q3	$1.62M	Buy	36,315 +1,265	+4%	+$50.7K	0.01%	996
2024 Q2	$1.31M	Buy	+35,050	New	+$1.34M	0.01%	1044

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 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

Sanctuary Advisors's PRFZ Position: Q1 2026 in Review

Sanctuary Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 6.9% in Q1 2026, buying an estimated $856K and bringing the position to 278,140 shares worth $12.8M. The position accounts for 0.07% of the portfolio, ranked #312.

Sanctuary Advisors first reported a position in PRFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q3 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Sanctuary Advisors held 278,140 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.8M as of Q1 2026.
Sanctuary Advisors bought 17,959 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $856K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.07% of Sanctuary Advisors's portfolio in Q1 2026, its #312 holding.
Sanctuary Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $13.4M in Q3 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.