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

Thoroughbred 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 Q1	$340K	Hold	7,420	–	–	0.02%	467
2025 Q4	$340K	Hold	7,420	–	–	0.02%	455
2025 Q3	$337K	Hold	7,420	–	–	0.02%	451
2025 Q2	$301K	Hold	7,420	–	–	0.02%	465
2025 Q1	$280K	Hold	7,420	–	–	0.02%	566
2024 Q4	$308K	Hold	7,420	–	–	0.02%	531
2024 Q3	$308K	Hold	7,420	–	–	0.02%	516
2024 Q2	$282K	Hold	7,420	–	–	0.02%	516
2024 Q1	$291K	Hold	7,420	–	–	0.03%	378
2023 Q4	$278K	Hold	7,420	–	–	0.02%	495
2023 Q3	$244K	Hold	7,420	–	–	0.02%	498
2023 Q2	$254K	Hold	7,420	–	–	0.03%	355
2023 Q1	$244K	Buy	7,420 +895	+14%	+$30.1K	0.04%	361
2022 Q4	$206K	Buy	+6,525	New	+$209K	0.03%	367
2022 Q3	–	Sell	-6,525	Closed	-$200K	–	378
2022 Q2	$200K	Buy	+6,525	New	+$217K	0.04%	356

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

Thoroughbred Financial Services's PRFZ Position: Q1 2026 in Review

Thoroughbred Financial Services held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 7,420 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #467.

Thoroughbred Financial Services first reported a position in PRFZ in Q2 2022 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Thoroughbred Financial Services held 7,420 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $340K as of Q1 2026.
Thoroughbred Financial Services 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 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #467 holding.
Thoroughbred Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2022 and has held it in 15 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.