VFO
PRFZ icon

Virtus Family Office’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Virtus Family Office’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 		$711K Buy
12,740
+2,239
+21% +$114K 0.56% 49
2026
Q1 		$482K Buy
+10,501
New +$501K 0.41% 52

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

Virtus Family Office's PRFZ Position: Q2 2026 in Review

Virtus Family Office increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 21% in Q2 2026, buying an estimated $114K and bringing the position to 12,740 shares worth $711K. The position accounts for 0.56% of the portfolio, ranked #49.

Virtus Family Office first reported a position in PRFZ in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Virtus Family Office held 12,740 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $711K as of Q2 2026.
  • Virtus Family Office bought 2,239 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $114K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.56% of Virtus Family Office's portfolio in Q2 2026, its #49 holding.
  • Virtus Family Office first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.