SGK
PRFZ icon

Steigerwald Gordon & Koch’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Steigerwald Gordon & Koch’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 		$37.9K Hold
680
– – ﹤0.01% 348
2026
Q1 		$31.2K Sell
680
-611
-47% -$29.1K ﹤0.01% 368
2025
Q4 		$59.2K Sell
1,291
-205
-14% -$9.37K 0.01% 288
2025
Q3 		$67.9K Buy
+1,496
New +$64.9K 0.01% 261

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Steigerwald Gordon & Koch's PRFZ Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 680 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Steigerwald Gordon & Koch first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.9K in Q3 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Steigerwald Gordon & Koch held 680 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $37.9K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #348 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $67.9K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.