Western Financial Corp’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Western Financial Corp’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	$250K	Buy	4,482 +2	+0%	+$102	0.07%	115
2026 Q1	$206K	Buy	+4,480	New	+$214K	0.08%	122
2025 Q2	–	Sell	-5,598	Closed	-$212K	–	133
2025 Q1	$212K	Buy	5,598 +1	+0%	+$41	0.12%	116
2024 Q4	$233K	Sell	5,597 -8	-0.1%	-$343	0.13%	124
2024 Q3	$233K	Sell	5,605 -24	-0.4%	-$962	0.13%	112
2024 Q2	$215K	Buy	+5,629	New	+$214K	0.13%	110

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Western Financial Corp's PRFZ Position: Q2 2026 in Review

Western Financial Corp increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.04% in Q2 2026, buying an estimated $102 and bringing the position to 4,482 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #115.

Western Financial Corp first reported a position in PRFZ in Q2 2024 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Western Financial Corp held 4,482 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $250K as of Q2 2026.
Western Financial Corp bought 2 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $102.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #115 holding.
Western Financial Corp first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.