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PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

Filings received so far for Q3 2026: 17 13F filers report a position in PRFZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stonebridge Financial Group, LLC661,168$34.6M2.55%-101,69513F-HRTimeline
Breakwater Capital Group59,025$3.09M0.37%+9413F-HRTimeline
Legacy Private Trust Co.52,095$2.73M0.15%-28613F-HRTimeline
Boston Standard Wealth Management, LLC40,300$2.11M0.3%-2,08713F-HRTimeline
Marquette Asset Management, LLC18,406$963K0.13%013F-HRTimeline
Farther Finance Advisors, LLC16,566$867K0.01%+7,73213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,466$705K0.1%013F-HRTimeline
Wedmont Private Capital10,291$544K0.01%+5,66013F-HRTimeline
Invariant Investment Management8,000$426K0.25%013F-HRTimeline
Valeo Financial Advisors, LLC7,252$380K0.01%013F-HRTimeline
CoreCap Advisors, LLC5,887$308K0.01%+16713F-HRTimeline
Avidian Wealth Enterprises, LLC4,961$260K0.01%013F-HRTimeline
Martin Capital Partners, LLC4,273$224K0.08%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,193$167K0.02%013F-HRTimeline
GAMMA Investing LLC2,354$123K<0.01%013F-HRTimeline
Coastline Trust Co825$43.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC43$2.25K<0.01%013F-HRTimeline