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WealthBridge Capital Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WealthBridge Capital Management’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 		$4.39M Buy
78,803
+1,924
+3% +$98K 0.87% 27
2026
Q1 		$3.53M Buy
76,879
+4,740
+7% +$226K 0.81% 28
2025
Q4 		$3.31M Sell
72,139
-2,151
-3% -$98.3K 0.75% 30
2025
Q3 		$3.37M Buy
74,290
+1,091
+1% +$47.3K 0.79% 29
2025
Q2 		$2.98M Sell
73,199
-4,258
-5% -$162K 0.75% 31
2025
Q1 		$2.93M Buy
77,457
+839
+1% +$34.4K 0.83% 28
2024
Q4 		$3.19M Buy
76,618
+1,605
+2% +$68.7K 0.89% 26
2024
Q3 		$3.12M Buy
75,013
+6,528
+10% +$262K 0.89% 25
2024
Q2 		$2.61M Buy
68,485
+2,213
+3% +$84.3K 0.86% 26
2024
Q1 		$2.6M Buy
66,272
+1,394
+2% +$51.9K 0.88% 25
2023
Q4 		$2.43M Sell
64,878
-180
-0.3% -$6.04K 0.91% 25
2023
Q3 		$2.15M Buy
65,058
+2,828
+5% +$98.4K 0.89% 26
2023
Q2 		$2.14M Buy
62,230
+2,225
+4% +$72.5K 0.85% 29
2023
Q1 		$1.97M Buy
60,005
+325
+0.5% +$10.9K 0.79% 31
2022
Q4 		$1.89M Buy
59,680
+10,950
+22% +$351K 0.79% 30
2022
Q3 		$1.49M Hold
48,730
– – 0.64% 35
2022
Q2 		$1.49M Buy
48,730
+3,410
+8% +$114K 0.64% 35
2022
Q1 		$1.66M Sell
45,320
-3,725
-8% -$135K 0.62% 36
2021
Q4 		$1.88M Sell
49,045
-7,070
-13% -$269K 0.7% 34
2021
Q3 		$2.05M Sell
56,115
-2,255
-4% -$82.5K 0.76% 33
2021
Q2 		$2.18M Buy
58,370
+7,660
+15% +$281K 0.79% 34
2021
Q1 		$1.79M Buy
50,710
+8,880
+21% +$303K 0.73% 33
2020
Q4 		$1.26M Buy
41,830
+2,985
+8% +$81K 0.55% 43
2020
Q3 		$910K Sell
38,845
-1,200
-3% -$28.4K 0.47% 48
2020
Q2 		$895K Buy
40,045
+185
+0.5% +$3.8K 0.51% 47
2020
Q1 		$713K Sell
39,860
-32,115
-45% -$777K 0.5% 49
2019
Q4 		$1.97M Buy
71,975
+1,160
+2% +$30.6K 1.27% 21
2019
Q3 		$1.8M Buy
70,815
+1,275
+2% +$32.2K 1.29% 20
2019
Q2 		$1.58M Sell
69,540
-1,895
-3% -$48.4K 1.44% 21
2019
Q1 		$1.86M Buy
71,435
+1,895
+3% +$47.9K 1.18% 21
2018
Q4 		$1.58M Buy
+69,540
New +$1.77M 1.2% 21

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

WealthBridge Capital Management's PRFZ Position: Q2 2026 in Review

WealthBridge Capital Management increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.5% in Q2 2026, buying an estimated $98K and bringing the position to 78,803 shares worth $4.39M. The position accounts for 0.87% of the portfolio, ranked #27.

WealthBridge Capital Management first reported a position in PRFZ in Q4 2018 and has held it in 31 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • WealthBridge Capital Management held 78,803 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.39M as of Q2 2026.
  • WealthBridge Capital Management bought 1,924 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $98K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.87% of WealthBridge Capital Management's portfolio in Q2 2026, its #27 holding.
  • WealthBridge Capital Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and has held it in 31 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.