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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
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 $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Wedmont Private Capital's PRFZ Position: Q2 2026 in Review

Wedmont Private Capital held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 4,631 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #818.

Wedmont Private Capital first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Wedmont Private Capital held 4,631 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $253K as of Q2 2026.
  • Wedmont Private Capital left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #818 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 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.