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TS Financial Group (TSFG)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

TS Financial Group (TSFG)’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 		$47K Hold
1,020
– – 0.01% 358
2025
Q4 		$47K Hold
1,020
– – 0.01% 349
2025
Q3 		$46K Hold
1,020
– – 0.01% 356
2025
Q2 		$41K Hold
1,020
– – 0.01% 363
2025
Q1 		$39K Hold
1,020
– – 0.01% 353
2024
Q4 		$42K Hold
1,020
– – 0.01% 315
2024
Q3 		$42K Hold
1,020
– – 0.01% 316
2024
Q2 		$39K Hold
1,020
– – 0.01% 305
2024
Q1 		$40K Hold
1,020
– – 0.01% 299
2023
Q4 		$38K Hold
1,020
– – 0.01% 321
2023
Q3 		$34K Hold
1,020
– – 0.01% 342
2023
Q2 		$35K Hold
1,020
– – 0.01% 336
2023
Q1 		$34K Hold
1,020
– – 0.01% 328
2022
Q4 		$32K Hold
1,020
– – 0.01% 334
2022
Q3 		$30K Buy
+1,020
New +$33.2K 0.01% 339

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WA
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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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