SWM
PRFZ icon

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

Spire 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
Q2 		$403K Sell
7,227
-183
-2% -$9.32K 0.01% 601
2026
Q1 		$340K Buy
7,410
+295
+4% +$14.1K 0.01% 630
2025
Q4 		$326K Buy
7,115
+11
+0.2% +$503 0.01% 653
2025
Q3 		$323K Sell
7,104
-55
-0.8% -$2.39K 0.01% 655
2025
Q2 		$291K Sell
7,159
-659
-8% -$25.1K 0.01% 657
2025
Q1 		$296K Sell
7,818
-826
-10% -$33.9K 0.01% 718
2024
Q4 		$360K Buy
8,644
+403
+5% +$17.3K 0.01% 658
2024
Q3 		$342K Sell
8,241
-611
-7% -$24.5K 0.01% 611
2024
Q2 		$338K Buy
8,852
+20
+0.2% +$762 0.01% 579
2024
Q1 		$347K Buy
8,832
+10
+0.1% +$372 0.01% 623
2023
Q4 		$318K Sell
8,822
-1,256
-12% -$42.1K 0.01% 636
2023
Q3 		$332K Sell
10,078
-387
-4% -$13.5K 0.01% 573
2023
Q2 		$360K Sell
10,465
-10
-0.1% -$326 0.01% 571
2023
Q1 		$345K Buy
10,475
+5,705
+120% +$192K 0.01% 584
2022
Q4 		$151K Buy
4,770
+15
+0.3% +$481 0.01% 618
2022
Q3 		$139K Sell
4,755
-5,790
-55% -$188K 0.01% 614
2022
Q2 		$323K Sell
10,545
-2,590
-20% -$86.2K 0.01% 609
2022
Q1 		$480K Buy
13,135
+15
+0.1% +$544 0.01% 588
2021
Q4 		$503K Sell
13,120
-355
-3% -$13.5K 0.01% 702
2021
Q3 		$492K Buy
13,475
+10
+0.1% +$366 0.01% 591
2021
Q2 		$503K Sell
13,465
-120
-0.9% -$4.4K 0.01% 605
2021
Q1 		$479K Buy
+13,585
New +$464K 0.01% 685

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Spire Wealth Management's PRFZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.5% in Q2 2026, selling an estimated $9.32K and leaving 7,227 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #601.

Spire Wealth Management first reported a position in PRFZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $503K in Q4 2021. 71 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Spire Wealth Management held 7,227 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $403K as of Q2 2026.
  • Spire Wealth Management sold 183 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $9.32K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Spire Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $503K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.