Your Advocates Ltd’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Your Advocates Ltd’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	$43.9K	Sell	956 -189	-17%	-$9.01K	0.01%	69
2025 Q4	$52.5K	Hold	1,145	–	–	0.02%	66
2025 Q3	$52K	Buy	1,145 +231	+25%	+$10K	0.02%	61
2025 Q2	$37.2K	Sell	914 -67	-7%	-$2.56K	0.01%	66
2025 Q1	$37.1K	Hold	981	–	–	0.01%	65
2024 Q4	$40.8K	Sell	981 -1,235	-56%	-$52.9K	0.02%	57
2024 Q3	$92.1K	Sell	2,216 -117	-5%	-$4.69K	0.04%	39
2024 Q2	$89K	Buy	+2,333	New	+$88.9K	0.04%	43

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

Your Advocates Ltd's PRFZ Position: Q1 2026 in Review

Your Advocates Ltd reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 17% in Q1 2026, selling an estimated $9.01K and leaving 956 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #69.

Your Advocates Ltd first reported a position in PRFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $92.1K in Q3 2024. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Your Advocates Ltd held 956 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $43.9K as of Q1 2026.
Your Advocates Ltd sold 189 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $9.01K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #69 holding.
Your Advocates Ltd first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 8 quarters since.
Your Advocates Ltd's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $92.1K 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 Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.