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Solitude Financial Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Solitude Financial Services’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 		– Sell
-4,550
Closed -$209K – 40
2025
Q4 		$209K Hold
4,550
– – 0.07% 38
2025
Q3 		$207K Buy
+4,550
New +$197K 0.07% 37
2024
Q4 		– Sell
-5,650
Closed -$235K – 36
2024
Q3 		$235K Sell
5,650
-1,605
-22% -$64.4K 0.1% 33
2024
Q2 		$277K Sell
7,255
-1,375
-16% -$52.4K 0.13% 31
2024
Q1 		$339K Sell
8,630
-80,826
-90% -$3.01M 0.16% 29
2023
Q4 		$3.35M Sell
89,456
-4,097
-4% -$137K 1.84% 17
2023
Q3 		$3.09M Buy
93,553
+83,098
+795% +$2.89M 1.74% 18
2023
Q2 		$359K Sell
10,455
-940
-8% -$30.6K 0.2% 43
2023
Q1 		$375K Buy
11,395
+85
+0.8% +$2.86K 0.24% 42
2022
Q4 		$358K Sell
11,310
-200
-2% -$6.41K 0.25% 42
2022
Q3 		$335K Sell
11,510
-9,290
-45% -$302K 0.24% 43
2022
Q2 		$638K Sell
20,800
-140,335
-87% -$4.67M 0.45% 32
2022
Q1 		$5.89M Sell
161,135
-20,285
-11% -$736K 3.68% 12
2021
Q4 		$6.96M Buy
181,420
+20,340
+13% +$775K 4.63% 11
2021
Q3 		$5.88M Buy
161,080
+2,530
+2% +$92.6K 4.05% 11
2021
Q2 		$5.93M Buy
158,550
+530
+0.3% +$19.4K 4.3% 8
2021
Q1 		$5.57M Sell
158,020
-24,900
-14% -$850K 4.49% 8
2020
Q4 		$5.52M Buy
+182,920
New +$4.97M 4.85% 7

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

Solitude Financial Services's PRFZ Position: Q1 2026 in Review

Solitude Financial Services sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 4,550 shares — an estimated $209K sold.

Solitude Financial Services first reported a position in PRFZ in Q4 2020 and held it in 18 quarters. The position peaked at $6.96M in Q4 2021. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Solitude Financial Services reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • Solitude Financial Services sold 4,550 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $209K.
  • Solitude Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 18 quarters.
  • Solitude Financial Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.96M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.