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

Sequoia Financial 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 		$1.28M Buy
22,908
+641
+3% +$32.6K 0.01% 837
2026
Q1 		$1.02M Sell
22,267
-446
-2% -$21.3K 0.01% 892
2025
Q4 		$1.04M Sell
22,713
-373
-2% -$17K 0.01% 867
2025
Q3 		$1.05M Buy
23,086
+6,825
+42% +$296K 0.01% 752
2025
Q2 		$661K Buy
16,261
+739
+5% +$28.2K ﹤0.01% 876
2025
Q1 		$588K Buy
15,522
+73
+0.5% +$2.99K ﹤0.01% 800
2024
Q4 		$643K Buy
15,449
+4,524
+41% +$194K 0.01% 725
2024
Q3 		$454K Buy
10,925
+360
+3% +$14.4K ﹤0.01% 791
2024
Q2 		$403K Buy
10,565
+1,120
+12% +$42.7K ﹤0.01% 772
2024
Q1 		$371K Buy
9,445
+219
+2% +$8.16K ﹤0.01% 785
2023
Q4 		$346K Buy
+9,226
New +$309K ﹤0.01% 867

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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

Sequoia Financial Advisors's PRFZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.9% in Q2 2026, buying an estimated $32.6K and bringing the position to 22,908 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #837.

Sequoia Financial Advisors first reported a position in PRFZ in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Sequoia Financial Advisors held 22,908 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.28M as of Q2 2026.
  • Sequoia Financial Advisors bought 641 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $32.6K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #837 holding.
  • Sequoia Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.