Wealthfront Advisers
PRFZ icon

Wealthfront Advisers’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Wealthfront Advisers’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 		$709K Buy
15,459
+2,545
+20% +$121K ﹤0.01% 769
2025
Q4 		$593K Sell
12,914
-800
-6% -$36.6K ﹤0.01% 792
2025
Q3 		$623K Sell
13,714
-132
-1% -$5.73K ﹤0.01% 779
2025
Q2 		$563K Buy
13,846
+4,482
+48% +$171K ﹤0.01% 775
2025
Q1 		$355K Sell
9,364
-2,662
-22% -$109K ﹤0.01% 828
2024
Q4 		$500K Buy
12,026
+3,295
+38% +$141K ﹤0.01% 780
2024
Q3 		$363K Buy
8,731
+571
+7% +$22.9K ﹤0.01% 809
2024
Q2 		$311K Buy
8,160
+681
+9% +$25.9K ﹤0.01% 804
2024
Q1 		$294K Buy
7,479
+597
+9% +$22.2K ﹤0.01% 806
2023
Q4 		$258K Buy
+6,882
New +$231K ﹤0.01% 813
2021
Q2 		– Sell
-16,670
Closed -$588K – 632
2021
Q1 		$588K Buy
16,670
+505
+3% +$17.2K ﹤0.01% 438
2020
Q4 		$488K Sell
16,165
-35
-0.2% -$950 ﹤0.01% 440
2020
Q3 		$379K Buy
+16,200
New +$383K ﹤0.01% 434

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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