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 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

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 69 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.
69 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.