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 Q1	$482K	Buy	+10,501	New	+$501K	0.41%	52

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

Virtus Family Office's PRFZ Position: Q1 2026 in Review

Virtus Family Office opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 10,501 shares worth $482K. The stake represents 0.41% of the portfolio and ranks #52 among its holdings.

319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Virtus Family Office held 10,501 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $482K as of Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Virtus Family Office position in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.41% of Virtus Family Office's portfolio in Q1 2026, its #52 holding.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.