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

Snowden Capital 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 		$358K Sell
7,805
-6
-0.1% -$286 0.01% 947
2025
Q4 		$358K Buy
7,811
+6
+0.1% +$274 0.01% 975
2025
Q3 		$355K Buy
7,805
+565
+8% +$24.5K 0.01% 947
2025
Q2 		$294K Sell
7,240
-280
-4% -$10.7K 0.01% 1014
2025
Q1 		$285K Sell
7,520
-435
-5% -$17.8K 0.01% 1008
2024
Q4 		$331K Hold
7,955
– – 0.01% 942
2024
Q3 		$331K Sell
7,955
-120
-1% -$4.81K 0.01% 950
2024
Q2 		$308K Sell
8,075
-1,019
-11% -$38.8K 0.01% 962
2024
Q1 		$357K Sell
9,094
-410
-4% -$15.3K 0.01% 901
2023
Q4 		$356K Buy
9,504
+20
+0.2% +$671 0.01% 847
2023
Q3 		$313K Sell
9,484
-1
-0% -$35 0.01% 848
2023
Q2 		$326K Buy
9,485
+285
+3% +$9.29K 0.01% 926
2023
Q1 		$303K Sell
9,200
-110
-1% -$3.7K 0.01% 934
2022
Q4 		$295K Buy
9,310
+5
+0.1% +$160 0.01% 917
2022
Q3 		$271K Hold
9,305
– – 0.01% 931
2022
Q2 		$285K Sell
9,305
-70
-0.7% -$2.33K 0.01% 891
2022
Q1 		$342K Sell
9,375
-60
-0.6% -$2.18K 0.01% 765
2021
Q4 		$361K Sell
9,435
-135
-1% -$5.14K 0.02% 524
2021
Q3 		$349K Hold
9,570
– – 0.02% 639
2021
Q2 		$358K Hold
9,570
– – 0.02% 646
2021
Q1 		$337K Sell
9,570
-35
-0.4% -$1.2K 0.02% 587
2020
Q4 		$290K Buy
9,605
+30
+0.3% +$814 0.02% 534
2020
Q3 		$224K Sell
9,575
-80
-0.8% -$1.89K 0.02% 521
2020
Q2 		$216K Buy
+9,655
New +$198K 0.02% 517
2020
Q1 		– Sell
-11,950
Closed -$327K – 585
2019
Q4 		$327K Sell
11,950
-170
-1% -$4.48K 0.03% 471
2019
Q3 		$308K Sell
12,120
-65
-0.5% -$1.64K 0.03% 423
2019
Q2 		$311K Sell
12,185
-630
-5% -$16.1K 0.03% 406
2019
Q1 		$327K Sell
12,815
-695
-5% -$17.6K 0.04% 390
2018
Q4 		$307K Sell
13,510
-1,940
-13% -$49.3K 0.04% 377
2018
Q3 		$440K Sell
15,450
-1,695
-10% -$48.4K 0.05% 333
2018
Q2 		$477K Buy
+17,145
New +$465K 0.06% 308
2018
Q1 		– Sell
-16,975
Closed -$441K – 405
2017
Q4 		$441K Sell
16,975
-105
-0.6% -$2.68K 0.06% 292
2017
Q3 		$428K Buy
17,080
+920
+6% +$21.9K 0.07% 285
2017
Q2 		$382K Buy
16,160
+1,000
+7% +$23.4K 0.07% 261
2017
Q1 		$353K Buy
15,160
+870
+6% +$20.2K 0.08% 256
2016
Q4 		$329K Buy
14,290
+1,470
+11% +$32.1K 0.08% 243
2016
Q3 		$270K Hold
12,820
– – 0.07% 251
2016
Q2 		$249K Buy
12,820
+100
+0.8% +$1.93K 0.08% 243
2016
Q1 		$240K Buy
+12,720
New +$224K 0.08% 247

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 $377B 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 $13.4B 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 $530B 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

Snowden Capital Advisors's PRFZ Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.08% in Q1 2026, selling an estimated $286 and leaving 7,805 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #947.

Snowden Capital Advisors first reported a position in PRFZ in Q1 2016 and has held it in 39 quarters since. The position peaked at $477K in Q2 2018. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Snowden Capital Advisors held 7,805 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $358K as of Q1 2026.
  • Snowden Capital Advisors sold 6 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $286.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #947 holding.
  • Snowden Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2016 and has held it in 39 quarters since.
  • Snowden Capital Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $477K in Q2 2018.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.