Sunbelt Securities’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Sunbelt Securities’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	$79.2K	Hold	1,727	–	–	0.01%	910
2025 Q4	$79.3K	Hold	1,727	–	–	0.01%	884
2025 Q3	$78.4K	Buy	1,727 +297	+21%	+$12.9K	0.01%	893
2025 Q2	$59.5K	Sell	1,430 -297	-17%	-$11.3K	0.01%	901
2025 Q1	$65.4K	Buy	1,727 +297	+21%	+$12.2K	0.01%	845
2024 Q4	$59.5K	Hold	1,430	–	–	0.01%	899
2024 Q3	$59.4K	Hold	1,430	–	–	0.01%	896
2024 Q2	$54.5K	Hold	1,430	–	–	0.01%	883
2024 Q1	$56.2K	Hold	1,430	–	–	0.01%	847
2023 Q4	$53.6K	Hold	1,430	–	–	0.01%	806
2023 Q3	$47.2K	Hold	1,430	–	–	0.01%	818
2023 Q2	$49.1K	Hold	1,430	–	–	0.01%	802
2023 Q1	$46.2K	Buy	+1,430	New	+$48.1K	0.01%	768

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

Sunbelt Securities's PRFZ Position: Q1 2026 in Review

Sunbelt Securities held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 1,727 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #910.

Sunbelt Securities first reported a position in PRFZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $79.3K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Sunbelt Securities held 1,727 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $79.2K as of Q1 2026.
Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #910 holding.
Sunbelt Securities first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $79.3K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.