WA
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WPG Advisers’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WPG Advisers’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
2025
Q4 		– Sell
-220
Closed -$9.99K – 1519
2025
Q3 		$9.99K Hold
220
– – 0.01% 698
2025
Q2 		$8.95K Hold
220
– – 0.01% 689
2025
Q1 		$8.33K Hold
220
– – 0.01% 697
2024
Q4 		$9.15K Buy
+220
New +$9.42K 0.01% 658

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

WPG Advisers's PRFZ Position: Q4 2025 in Review

WPG Advisers sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 220 shares — an estimated $9.99K sold.

WPG Advisers first reported a position in PRFZ in Q4 2024 and held it in 4 quarters. The position peaked at $9.99K in Q3 2025. 315 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

  • WPG Advisers reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
  • WPG Advisers sold 220 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $9.99K.
  • WPG Advisers first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and held it in 4 quarters.
  • WPG Advisers's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $9.99K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.