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

Triumph Capital 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	$92.8K	Hold	1,773	–	–	0.02%	522
2026 Q2	$98.9K	Hold	1,773	–	–	0.02%	490
2026 Q1	$81.3K	Sell	1,773 -1	-0.1%	-$48	0.02%	503
2025 Q4	$81.4K	Buy	+1,774	New	+$81.1K	0.02%	482

Other funds holding PRFZ

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Triumph Capital Management's PRFZ Position: Q3 2026 in Review

Triumph Capital Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 1,773 shares worth $92.8K. The position accounts for 0.02% of the portfolio, ranked #522.

Triumph Capital Management first reported a position in PRFZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $98.9K in Q2 2026. 170 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Triumph Capital Management held 1,773 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $92.8K as of Q3 2026.
Triumph Capital 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 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #522 holding.
Triumph Capital 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.
Triumph Capital Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $98.9K in Q2 2026.
170 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.