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

Strategic Wealth Partners’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	$14.7K	Hold	320	–	–	﹤0.01%	791
2025 Q4	$14.7K	Hold	320	–	–	﹤0.01%	777
2025 Q3	$14.5K	Hold	320	–	–	﹤0.01%	811
2025 Q2	$13K	Buy	+320	New	+$12.2K	﹤0.01%	744
2019 Q4	–	Sell	-33,755	Closed	-$841	–	404
2019 Q3	$841	Sell	33,755 -4,935	-13%	-$124K	﹤0.01%	211
2019 Q2	$988K	Sell	38,690 -15,685	-29%	-$401K	0.48%	61
2019 Q1	$1.41M	Sell	54,375 -9,880	-15%	-$250K	0.65%	43
2018 Q4	$1.62M	Sell	64,255 -1,755	-3%	-$44.6K	0.82%	26
2018 Q3	$1.88M	Sell	66,010 -620	-0.9%	-$17.7K	1%	22
2018 Q2	$1.85M	Sell	66,630 -32,105	-33%	-$870K	1.07%	17
2018 Q1	$2.55M	Buy	+98,735	New	+$2.59M	1.31%	13

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Strategic Wealth Partners's PRFZ Position: Q1 2026 in Review

Strategic Wealth Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 320 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Strategic Wealth Partners first reported a position in PRFZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.55M in Q1 2018. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Strategic Wealth Partners held 320 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $14.7K as of Q1 2026.
Strategic Wealth Partners left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #791 holding.
Strategic Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.55M in Q1 2018.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.