Vertex Planning Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Vertex Planning Partners’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	$323K	Buy	7,042 +6	+0.1%	+$286	0.06%	105
2025 Q4	$323K	Sell	7,036 -125	-2%	-$5.71K	0.08%	101
2025 Q3	$325K	Sell	7,161 -210	-3%	-$9.11K	0.06%	152
2025 Q2	$300K	Sell	7,371 -243	-3%	-$9.27K	0.06%	151
2025 Q1	$288K	Sell	7,614 -81	-1%	-$3.32K	0.06%	148
2024 Q4	$320K	Buy	7,695 +1,749	+29%	+$74.9K	0.07%	142
2024 Q3	$247K	Buy	5,946 +11	+0.2%	+$441	0.06%	143
2024 Q2	$226K	Sell	5,935 -687	-10%	-$26.2K	0.06%	141
2024 Q1	$260K	Buy	6,622 +9	+0.1%	+$335	0.07%	135
2023 Q4	$248K	Buy	6,613 +14	+0.2%	+$469	0.07%	139
2023 Q3	$218K	Buy	6,599 +19	+0.3%	+$661	0.07%	129
2023 Q2	$226K	Buy	6,580 +20	+0.3%	+$652	0.08%	125
2023 Q1	$216K	Sell	6,560 -5,455	-45%	-$184K	0.08%	113
2022 Q4	$381K	Buy	+12,015	New	+$385K	0.15%	86

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Vertex Planning Partners's PRFZ Position: Q1 2026 in Review

Vertex Planning Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.09% in Q1 2026, buying an estimated $286 and bringing the position to 7,042 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #105.

Vertex Planning Partners first reported a position in PRFZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $381K in Q4 2022. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Vertex Planning Partners held 7,042 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $323K as of Q1 2026.
Vertex Planning Partners bought 6 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $286.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #105 holding.
Vertex Planning Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $381K in Q4 2022.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.