SAM
PRFZ icon

Smartleaf Asset Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Smartleaf Asset Management’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 		$4.8K Sell
108
-1,741
-94% -$83K ﹤0.01% 2674
2025
Q4 		$85.7K Hold
1,849
– – ﹤0.01% 1284
2025
Q3 		$84K Buy
1,849
+1,741
+1,612% +$75.5K 0.01% 1162
2025
Q2 		$4.39K Hold
108
– – ﹤0.01% 2093
2025
Q1 		$4.1K Sell
108
-31
-22% -$1.27K ﹤0.01% 2257
2024
Q4 		$5.78K Hold
139
– – ﹤0.01% 2197
2024
Q3 		$5.76K Hold
139
– – ﹤0.01% 2058
2024
Q2 		$5.26K Sell
139
-36
-21% -$1.37K ﹤0.01% 1780
2024
Q1 		$6.83K Buy
+175
New +$6.52K ﹤0.01% 1116

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