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

Wedmont Private Capital’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
Q3 		$544K Buy
10,291
+5,660
+122% +$308K 0.01% 570
2026
Q2 		$253K Hold
4,631
– – 0.01% 818
2026
Q1 		$222K Sell
4,631
-115
-2% -$5.48K 0.01% 776
2025
Q4 		$225K Buy
4,746
+115
+2% +$5.26K 0.01% 743
2025
Q3 		$210K Buy
+4,631
New +$201K 0.01% 744

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's PRFZ Position: Q3 2026 in Review

Wedmont Private Capital increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 122% in Q3 2026, buying an estimated $308K and bringing the position to 10,291 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #570.

Wedmont Private Capital first reported a position in PRFZ in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Wedmont Private Capital held 10,291 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $544K as of Q3 2026.
  • Wedmont Private Capital bought 5,660 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $308K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #570 holding.
  • Wedmont Private Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.