Whipplewood Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Whipplewood Advisors’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	$1.47M	Sell	26,292 -1,808	-6%	-$92.1K	0.99%	25
2026 Q1	$1.29M	Sell	28,100 -509	-2%	-$24.3K	0.67%	37
2025 Q4	$1.31M	Sell	28,609 -603	-2%	-$27.6K	0.84%	35
2025 Q3	$1.33M	Sell	29,212 -752	-3%	-$32.6K	0.87%	36
2025 Q2	$1.22M	Buy	29,964 +29,922	+71,243%	+$1.14M	0.67%	34
2025 Q1	$1.04M	Sell	42 -27,747	-100%	-$1.14M	0.61%	38
2024 Q4	$1.16M	Buy	+27,789	New	+$1.19M	0.66%	36

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

Whipplewood Advisors's PRFZ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 6.4% in Q2 2026, selling an estimated $92.1K and leaving 26,292 shares worth $1.47M. The position accounts for 0.99% of the portfolio, ranked #25.

Whipplewood Advisors first reported a position in PRFZ in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Whipplewood Advisors held 26,292 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.47M as of Q2 2026.
Whipplewood Advisors sold 1,808 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $92.1K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.99% of Whipplewood Advisors's portfolio in Q2 2026, its #25 holding.
Whipplewood Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.