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 Q2	$16.3M	Buy	293,041 +14,901	+5%	+$759K	0.08%	265
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 $1.55T 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

Sanctuary Advisors's PRFZ Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 5.4% in Q2 2026, buying an estimated $759K and bringing the position to 293,041 shares worth $16.3M. The position accounts for 0.08% of the portfolio, ranked #265.

Sanctuary Advisors first reported a position in PRFZ in Q2 2024 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Sanctuary Advisors held 293,041 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $16.3M as of Q2 2026.
Sanctuary Advisors bought 14,901 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $759K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #265 holding.
Sanctuary Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 9 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.