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Sonora Investment Management Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$242K Buy
+5,325
New +$231K 0.02% 248

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sonora Investment Management Group's PRFZ Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2025: 5,325 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings.

294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

  • Sonora Investment Management Group held 5,325 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $242K as of Q3 2025.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Sonora Investment Management Group position in Q3 2025.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #248 holding.
  • 294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.