SFA
PRFZ icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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