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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
Q2 		$733K Buy
13,149
+6,107
+87% +$311K 0.11% 75
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
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

Vertex Planning Partners's PRFZ Position: Q2 2026 in Review

Vertex Planning Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 87% in Q2 2026, buying an estimated $311K and bringing the position to 13,149 shares worth $733K. The position accounts for 0.11% of the portfolio, ranked #75.

Vertex Planning Partners first reported a position in PRFZ in Q4 2022 and has held it in 15 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Vertex Planning Partners held 13,149 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $733K as of Q2 2026.
  • Vertex Planning Partners bought 6,107 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $311K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.11% of Vertex Planning Partners's portfolio in Q2 2026, its #75 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 15 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.