Wealthfront Advisers
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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
Q2 		$764K Sell
13,693
-1,766
-11% -$89.9K ﹤0.01% 774
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 $1.55T 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

Wealthfront Advisers's PRFZ Position: Q2 2026 in Review

Wealthfront Advisers reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 11% in Q2 2026, selling an estimated $89.9K and leaving 13,693 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Wealthfront Advisers first reported a position in PRFZ in Q3 2020 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Wealthfront Advisers held 13,693 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $764K as of Q2 2026.
  • Wealthfront Advisers sold 1,766 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $89.9K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #774 holding.
  • Wealthfront Advisers first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2020 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.