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 Q2	$5.97K	Hold	108	–	–	﹤0.01%	2620
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 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

Smartleaf Asset Management's PRFZ Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 108 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Smartleaf Asset Management first reported a position in PRFZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $85.7K in Q4 2025. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Smartleaf Asset Management held 108 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $5.97K as of Q2 2026.
Smartleaf Asset Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2620 holding.
Smartleaf Asset Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $85.7K in Q4 2025.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.