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

Sunrise Financial Services’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 		$6.02M Buy
107,920
+8,641
+9% +$440K 3.58% 9
2026
Q1 		$4.55M Buy
99,279
+99,193
+115,341% +$4.73M 3.23% 10
2025
Q4 		$3.95K Buy
+86
New +$3.93K ﹤0.01% 272

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 $1.32B AUM 23.07% 1-Year Est. Return

Sunrise Financial Services's PRFZ Position: Q2 2026 in Review

Sunrise Financial Services increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 8.7% in Q2 2026, buying an estimated $440K and bringing the position to 107,920 shares worth $6.02M. The position accounts for 3.58% of the portfolio, ranked #9.

Sunrise Financial Services first reported a position in PRFZ in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Sunrise Financial Services held 107,920 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $6.02M as of Q2 2026.
  • Sunrise Financial Services bought 8,641 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $440K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 3.58% of Sunrise Financial Services's portfolio in Q2 2026, its #9 holding.
  • Sunrise Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.