Torren Management
PRFZ icon

Torren Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Torren Management’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
Q3 		$131K Hold
2,500
– – 0.07% 41
2026
Q2 		$139K Hold
2,500
– – 0.07% 36
2026
Q1 		$115K Sell
2,500
-35,794
-93% -$1.71M 0.06% 35
2025
Q4 		$1.76M Buy
+38,294
New +$1.75M 0.9% 18

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Three Bridge Wealth Advisors
Three Bridge Wealth Advisors Los Altos, California $469M AUM 10.36% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Torren Management's PRFZ Position: Q3 2026 in Review

Torren Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 2,500 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #41.

Torren Management first reported a position in PRFZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q4 2025. 195 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Torren Management held 2,500 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $131K as of Q3 2026.
  • Torren Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.07% of Torren Management's portfolio in Q3 2026, its #41 holding.
  • Torren Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 4 quarters since.
  • Torren Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.76M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.