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

Sightline Wealth 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	$326K	Buy	5,848 +10	+0.2%	+$509	0.12%	70
2026 Q1	$268K	Buy	5,838 +14	+0.2%	+$667	0.11%	70
2025 Q4	$267K	Buy	5,824 +14	+0.2%	+$640	0.11%	77
2025 Q3	$264K	Buy	5,810 +14	+0.2%	+$607	0.12%	76
2025 Q2	$236K	Buy	5,796 +15	+0.3%	+$572	0.11%	73
2025 Q1	$219K	Buy	5,781 +7	+0.1%	+$287	0.12%	74
2024 Q4	$240K	Buy	5,774 +32	+0.6%	+$1.37K	0.13%	76
2024 Q3	$239K	Buy	5,742 +18	+0.3%	+$722	0.13%	72
2024 Q2	$218K	Buy	5,724 +23	+0.4%	+$876	0.14%	72
2024 Q1	$224K	Buy	5,701 +13	+0.2%	+$484	0.15%	67
2023 Q4	$213K	Buy	+5,688	New	+$191K	0.16%	64
2022 Q2	–	Sell	-5,545	Closed	-$202K	–	56
2022 Q1	$202K	Buy	5,545 +15	+0.3%	+$544	0.17%	51
2021 Q4	$214K	Buy	5,530 +10	+0.2%	+$381	0.19%	50
2021 Q3	$202K	Buy	5,520 +5	+0.1%	+$183	0.17%	48
2021 Q2	$206K	Buy	+5,515	New	+$202K	0.17%	49

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

Sightline Wealth Advisors's PRFZ Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.17% in Q2 2026, buying an estimated $509 and bringing the position to 5,848 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #70.

Sightline Wealth Advisors first reported a position in PRFZ in Q2 2021 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Sightline Wealth Advisors held 5,848 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $326K as of Q2 2026.
Sightline Wealth Advisors bought 10 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $509.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.12% of Sightline Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Sightline Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2021 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.