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 Q2	$53.3K	Hold	956	–	–	0.02%	64
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 $1.55T 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

Your Advocates Ltd's PRFZ Position: Q2 2026 in Review

Your Advocates Ltd held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 956 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #64.

Your Advocates Ltd first reported a position in PRFZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $92.1K in Q3 2024. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Your Advocates Ltd held 956 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $53.3K as of Q2 2026.
Your Advocates Ltd left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Your Advocates Ltd's portfolio in Q2 2026, its #64 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 9 quarters since.
Your Advocates Ltd's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $92.1K in Q3 2024.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.