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PRFZ icon

WealthShield Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WealthShield Partners’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 		– Sell
-9,775
Closed -$448K – 549
2026
Q1 		$448K Sell
9,775
-490
-5% -$23.4K 0.05% 249
2025
Q4 		$476K Sell
10,265
-225
-2% -$10.3K 0.05% 248
2025
Q3 		$476K Sell
10,490
-593
-5% -$25.7K 0.05% 243
2025
Q2 		$451K Sell
11,083
-573
-5% -$21.9K 0.05% 246
2025
Q1 		$441K Sell
11,656
-313
-3% -$12.8K 0.06% 232
2024
Q4 		$498K Buy
11,969
+198
+2% +$8.48K 0.07% 215
2024
Q3 		$489K Buy
11,771
+234
+2% +$9.38K 0.07% 214
2024
Q2 		$440K Sell
11,537
-23
-0.2% -$876 0.07% 208
2024
Q1 		$454K Buy
11,560
+50
+0.4% +$1.86K 0.07% 202
2023
Q4 		$432K Buy
11,510
+275
+2% +$9.22K 0.07% 214
2023
Q3 		$371K Sell
11,235
-275
-2% -$9.57K 0.06% 227
2023
Q2 		$396K Buy
11,510
+345
+3% +$11.2K 0.06% 224
2023
Q1 		$367K Sell
11,165
-790
-7% -$26.6K 0.06% 230
2022
Q4 		$379K Sell
11,955
-410
-3% -$13.1K 0.07% 222
2022
Q3 		$360K Sell
12,365
-815
-6% -$26.5K 0.07% 230
2022
Q2 		$404K Sell
13,180
-500
-4% -$16.6K 0.08% 221
2022
Q1 		$500K Buy
+13,680
New +$496K 0.08% 232

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

WealthShield Partners's PRFZ Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026, closing a stake of 9,775 shares — an estimated $448K sold.

WealthShield Partners first reported a position in PRFZ in Q1 2022 and held it in 17 quarters. The position peaked at $500K in Q1 2022. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 9,775 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $448K.
  • WealthShield Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $500K in Q1 2022.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.