UBS AM
PRFZ icon

UBS AM’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

UBS AM’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
Q2 		$767K Sell
13,761
-150
-1% -$7.64K ﹤0.01% 2415
2026
Q1 		$638K Buy
13,911
+12,046
+646% +$574K ﹤0.01% 2486
2025
Q4 		$85.6K Buy
+1,865
New +$85.2K ﹤0.01% 2546

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

UBS AM's PRFZ Position: Q2 2026 in Review

UBS AM reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 1.1% in Q2 2026, selling an estimated $7.64K and leaving 13,761 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

UBS AM first reported a position in PRFZ in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • UBS AM held 13,761 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $767K as of Q2 2026.
  • UBS AM sold 150 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $7.64K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2415 holding.
  • UBS AM first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.