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 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 $1.37T 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

Western Financial Corp's PRFZ Position: Q1 2026 in Review

Western Financial Corp opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 4,480 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in PRFZ as recently as Q1 2025.

Western Financial Corp first reported a position in PRFZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $233K in Q3 2024. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Western Financial Corp held 4,480 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $206K as of Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Western Financial Corp position in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.08% of Western Financial Corp's portfolio in Q1 2026, its #122 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 5 quarters since.
Western Financial Corp's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $233K in Q3 2024.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.