Stifel Financial
PRFZ icon

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

Stifel Financial’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 		$387K Buy
8,432
+264
+3% +$12.6K ﹤0.01% 3018
2025
Q4 		$375K Buy
8,168
+5
+0.1% +$229 ﹤0.01% 3015
2025
Q3 		$371K Sell
8,163
-7
-0.1% -$304 ﹤0.01% 2987
2025
Q2 		$332K Buy
8,170
+7
+0.1% +$267 ﹤0.01% 2992
2025
Q1 		$309K Hold
8,163
– – ﹤0.01% 2948
2024
Q4 		$340K Buy
8,163
+594
+8% +$25.4K ﹤0.01% 2901
2024
Q3 		$314K Buy
7,569
+1
+0% +$40 ﹤0.01% 2935
2024
Q2 		$289K Sell
7,568
-903
-11% -$34.4K ﹤0.01% 2937
2024
Q1 		$333K Sell
8,471
-1,121
-12% -$41.8K ﹤0.01% 2850
2023
Q4 		$360K Sell
9,592
-5,162
-35% -$173K ﹤0.01% 2743
2023
Q3 		$487K Buy
14,754
+744
+5% +$25.9K ﹤0.01% 2500
2023
Q2 		$481K Buy
14,010
+5
+0% +$163 ﹤0.01% 2541
2023
Q1 		$461K Sell
14,005
-30
-0.2% -$1.01K ﹤0.01% 2559
2022
Q4 		$445K Sell
14,035
-800
-5% -$25.6K ﹤0.01% 2545
2022
Q3 		$432K Buy
14,835
+25
+0.2% +$813 ﹤0.01% 2511
2022
Q2 		$455K Buy
14,810
+5
+0% +$166 ﹤0.01% 2513
2022
Q1 		$541K Buy
14,805
+150
+1% +$5.44K ﹤0.01% 2534
2021
Q4 		$562K Sell
14,655
-950
-6% -$36.2K ﹤0.01% 2528
2021
Q3 		$570K Buy
15,605
+5
+0% +$183 ﹤0.01% 2504
2021
Q2 		$583K Buy
15,600
+5
+0% +$183 ﹤0.01% 2496
2021
Q1 		$550K Buy
15,595
+4,120
+36% +$141K ﹤0.01% 2421
2020
Q4 		$346K Sell
11,475
-385
-3% -$10.5K ﹤0.01% 2532
2020
Q3 		$278K Sell
11,860
-215
-2% -$5.09K ﹤0.01% 2454
2020
Q2 		$270K Sell
12,075
-2,825
-19% -$58K ﹤0.01% 2420
2020
Q1 		$267K Buy
14,900
+70
+0.5% +$1.69K ﹤0.01% 2253
2019
Q4 		$405K Sell
14,830
-20,970
-59% -$552K ﹤0.01% 2387
2019
Q3 		$910K Buy
35,800
+9,800
+38% +$247K ﹤0.01% 1817
2019
Q2 		$664K Buy
26,000
+10,595
+69% +$271K ﹤0.01% 2047
2019
Q1 		$393K Buy
15,405
+3,260
+27% +$82.5K ﹤0.01% 2201
2018
Q4 		$276K Sell
12,145
-1,775
-13% -$45.1K ﹤0.01% 2282
2018
Q3 		$395K Buy
13,920
+370
+3% +$10.6K ﹤0.01% 2203
2018
Q2 		$377K Buy
13,550
+3,290
+32% +$89.2K ﹤0.01% 2163
2018
Q1 		$264K Sell
10,260
-255
-2% -$6.68K ﹤0.01% 2319
2017
Q4 		$273K Buy
10,515
+400
+4% +$10.2K ﹤0.01% 2255
2017
Q3 		$254K Buy
+10,115
New +$241K ﹤0.01% 2242

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

Stifel Financial's PRFZ Position: Q1 2026 in Review

Stifel Financial increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 3.2% in Q1 2026, buying an estimated $12.6K and bringing the position to 8,432 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Stifel Financial first reported a position in PRFZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $910K in Q3 2019. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Stifel Financial held 8,432 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $387K as of Q1 2026.
  • Stifel Financial bought 264 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $12.6K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3018 holding.
  • Stifel Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2017 and has held it in 35 quarters since.
  • Stifel Financial's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $910K in Q3 2019.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.