Washington Trust’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Washington Trust’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
2025 Q2	–	Sell	-70	Closed	-$2.65K	–	591
2025 Q1	$2.65K	Hold	70	–	–	﹤0.01%	705
2024 Q4	$2.91K	Hold	70	–	–	﹤0.01%	785
2024 Q3	$2.91K	Hold	70	–	–	﹤0.01%	782
2024 Q2	$2.67K	Hold	70	–	–	﹤0.01%	802
2024 Q1	$2.75K	Hold	70	–	–	﹤0.01%	795
2023 Q4	$2.62K	Hold	70	–	–	﹤0.01%	776
2023 Q3	$2.31K	Hold	70	–	–	﹤0.01%	753
2023 Q2	$2.41K	Hold	70	–	–	﹤0.01%	766
2023 Q1	$2.3K	Hold	70	–	–	﹤0.01%	792
2022 Q4	$2.22K	Hold	70	–	–	﹤0.01%	797
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	807
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	815
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	792
2021 Q4	$3K	Hold	70	–	–	﹤0.01%	797
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	917
2021 Q2	$3K	Buy	+70	New	+$2.57K	﹤0.01%	914

Other funds holding PRFZ

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Washington Trust's PRFZ Position: Q2 2025 in Review

Washington Trust sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025, closing a stake of 70 shares — an estimated $2.65K sold.

Washington Trust first reported a position in PRFZ in Q2 2021 and held it in 16 quarters. The position peaked at $3K in Q1 2022. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

Washington Trust reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 70 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $2.65K.
Washington Trust first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2021 and held it in 16 quarters.
Washington Trust's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $3K in Q1 2022.
285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.