SSWM
PRFZ icon

Smith Salley Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Smith Salley Wealth 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 		$951K Hold
20,743
– – 0.05% 155
2025
Q4 		$952K Buy
20,743
+673
+3% +$30.8K 0.05% 154
2025
Q3 		$912K Hold
20,070
– – 0.05% 153
2025
Q2 		$816K Hold
20,070
– – 0.05% 154
2025
Q1 		$760K Hold
20,070
– – 0.05% 153
2024
Q4 		$835K Sell
20,070
-2,136
-10% -$91.4K 0.05% 151
2024
Q3 		$923K Buy
22,206
+3,286
+17% +$132K 0.06% 145
2024
Q2 		$722K Hold
18,920
– – 0.05% 151
2024
Q1 		$743K Hold
18,920
– – 0.06% 144
2023
Q4 		$709K Buy
18,920
+240
+1% +$8.05K 0.05% 158
2023
Q3 		$616K Hold
18,680
– – 0.05% 160
2023
Q2 		$642K Sell
18,680
-500
-3% -$16.3K 0.05% 152
2023
Q1 		$631K Buy
+19,180
New +$645K 0.05% 154

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