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 Q2	$17.8K	Hold	320	–	–	﹤0.01%	779
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Strategic Wealth Partners's PRFZ Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 320 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Strategic Wealth Partners first reported a position in PRFZ in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.55M in Q1 2018. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Strategic Wealth Partners held 320 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $17.8K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #779 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 12 quarters since.
Strategic Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.55M in Q1 2018.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.