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TD Waterhouse Canada’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

TD Waterhouse Canada’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 		$2.45M Sell
44,019
-3,047
-6% -$155K 0.01% 554
2026
Q1 		$2.17M Sell
47,066
-8,198
-15% -$391K 0.01% 539
2025
Q4 		$2.53M Sell
55,264
-1,250
-2% -$57.1K 0.02% 410
2025
Q3 		$2.58M Sell
56,514
-3,220
-5% -$140K 0.02% 399
2025
Q2 		$2.46M Sell
59,734
-74
-0.1% -$2.82K 0.02% 398
2025
Q1 		$2.26M Buy
59,808
+1,532
+3% +$62.8K 0.02% 390
2024
Q4 		$2.43M Buy
58,276
+731
+1% +$31.3K 0.02% 362
2024
Q3 		$2.36M Buy
57,545
+757
+1% +$30.4K 0.02% 372
2024
Q2 		$2.15M Buy
56,788
+127
+0.2% +$4.84K 0.02% 366
2024
Q1 		$2.82M Buy
56,661
+1,466
+3% +$54.6K 0.02% 348
2023
Q4 		$2.56M Sell
55,195
-69
-0.1% -$2.31K 0.02% 291
2023
Q3 		$2.35M Buy
55,264
+499
+0.9% +$17.4K 0.02% 290
2023
Q2 		$2.39M Buy
54,765
+1,035
+2% +$33.7K 0.02% 288
2023
Q1 		$2.28M Sell
53,730
-260
-0.5% -$8.75K 0.02% 301
2022
Q4 		$2.22M Buy
53,990
+50
+0.1% +$1.6K 0.02% 292
2022
Q3 		$2.1M Buy
53,940
+2,155
+4% +$70.1K 0.02% 289
2022
Q2 		$1.99M Buy
51,785
+970
+2% +$32.3K 0.02% 319
2022
Q1 		$2.26M Buy
50,815
+1,895
+4% +$68.8K 0.02% 324
2021
Q4 		$2.32M Buy
+48,920
New +$1.86M 0.02% 344

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

TD Waterhouse Canada's PRFZ Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 6.5% in Q2 2026, selling an estimated $155K and leaving 44,019 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #554.

TD Waterhouse Canada first reported a position in PRFZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.82M in Q1 2024. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • TD Waterhouse Canada held 44,019 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.45M as of Q2 2026.
  • TD Waterhouse Canada sold 3,047 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $155K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #554 holding.
  • TD Waterhouse Canada first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.82M in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.