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Three Bridge Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Three Bridge Wealth Advisors’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 		$12.3M Buy
267,339
+1,556
+0.6% +$74.2K 3.37% 11
2025
Q4 		$12.2M Sell
265,783
-1,654
-0.6% -$75.6K 3.22% 11
2025
Q3 		$12.1M Buy
267,437
+20,972
+9% +$910K 3.13% 12
2025
Q2 		$10M Buy
246,465
+53,998
+28% +$2.06M 2.64% 12
2025
Q1 		$7.29M Buy
192,467
+1,093
+0.6% +$44.8K 2.54% 13
2024
Q4 		$7.96M Sell
191,374
-3,068
-2% -$131K 2.79% 9
2024
Q3 		$8.08M Sell
194,442
-2,643
-1% -$106K 2.98% 9
2024
Q2 		$7.52M Buy
197,085
+383
+0.2% +$14.6K 2.98% 7
2024
Q1 		$7.73M Sell
196,702
-2,183
-1% -$81.3K 3.04% 6
2023
Q4 		$7.46M Sell
198,885
-4,233
-2% -$142K 2.58% 7
2023
Q3 		$6.7M Buy
203,118
+2,353
+1% +$81.9K 2.78% 7
2023
Q2 		$6.9M Buy
200,765
+12,610
+7% +$411K 2.92% 8
2023
Q1 		$6.19M Buy
188,155
+11,790
+7% +$397K 2.87% 9
2022
Q4 		$5.59M Buy
176,365
+25,150
+17% +$806K 3% 9
2022
Q3 		$4.41M Sell
151,215
-1,610
-1% -$52.3K 2.24% 9
2022
Q2 		$4.69M Sell
152,825
-31,425
-17% -$1.05M 2.3% 9
2022
Q1 		$6.73M Buy
+184,250
New +$6.69M 1.88% 8

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

Three Bridge Wealth Advisors's PRFZ Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.59% in Q1 2026, buying an estimated $74.2K and bringing the position to 267,339 shares worth $12.3M. The position accounts for 3.37% of the portfolio, ranked #11.

Three Bridge Wealth Advisors first reported a position in PRFZ in Q1 2022 and has held it in 17 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Three Bridge Wealth Advisors held 267,339 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.3M as of Q1 2026.
  • Three Bridge Wealth Advisors bought 1,556 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $74.2K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 3.37% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Three Bridge Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2022 and has held it in 17 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.