WCG Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WCG Wealth Advisors’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	$29.4M	Buy	640,455 +12,596	+2%	+$600K	0.82%	31
2025 Q4	$28.8M	Buy	627,859 +399,995	+176%	+$18.3M	0.81%	33
2025 Q3	$10.3M	Sell	227,864 -26,687	-10%	-$1.16M	0.65%	44
2025 Q2	$10.4M	Buy	254,551 +94,200	+59%	+$3.59M	0.67%	42
2025 Q1	$6.07M	Sell	160,351 -27,594	-15%	-$1.13M	0.46%	71
2024 Q4	$7.82M	Sell	187,945 -2,152	-1%	-$92.1K	0.52%	61
2024 Q3	$7.9M	Sell	190,097 -10,993	-5%	-$441K	0.53%	55
2024 Q2	$7.67M	Buy	+201,090	New	+$7.66M	0.57%	54

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

WCG Wealth Advisors's PRFZ Position: Q1 2026 in Review

WCG Wealth Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2% in Q1 2026, buying an estimated $600K and bringing the position to 640,455 shares worth $29.4M. The position accounts for 0.82% of the portfolio, ranked #31.

WCG Wealth Advisors first reported a position in PRFZ in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

WCG Wealth Advisors held 640,455 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $29.4M as of Q1 2026.
WCG Wealth Advisors bought 12,596 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $600K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.82% of WCG Wealth Advisors's portfolio in Q1 2026, its #31 holding.
WCG Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 8 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.