Wealthspire Advisors (New York)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Wealthspire Advisors (New York)’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	$4.37M	Hold	95,248	–	–	0.03%	176
2025 Q4	$4.37M	Hold	95,248	–	–	0.03%	180
2025 Q3	$4.33M	Hold	95,248	–	–	0.02%	179
2025 Q2	$3.87M	Sell	95,248 -2,290	-2%	-$87.3K	0.02%	183
2025 Q1	$3.69M	Sell	97,538 -863	-0.9%	-$35.4K	0.02%	185
2024 Q4	$4.09M	Buy	98,401 +5,273	+6%	+$226K	0.04%	159
2024 Q3	$3.87M	Buy	93,128 +83,652	+883%	+$3.35M	0.04%	163
2024 Q2	$361K	Buy	9,476 +4,182	+79%	+$159K	﹤0.01%	497
2024 Q1	$208K	Sell	5,294 -1,376	-21%	-$51.2K	﹤0.01%	594
2023 Q4	$250K	Buy	+6,670	New	+$224K	﹤0.01%	566

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

Wealthspire Advisors (New York)'s PRFZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 95,248 shares worth $4.37M. The position accounts for 0.03% of the portfolio, ranked #176.

Wealthspire Advisors (New York) first reported a position in PRFZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.37M in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Wealthspire Advisors (New York) held 95,248 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.37M as of Q1 2026.
Wealthspire Advisors (New York) left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #176 holding.
Wealthspire Advisors (New York) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4.37M in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.