Purchases and Sales Made in Q4 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.4K+ 18.26% |
$3.93M - $4.16M
|
579K
$25.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
31.8K+ 4.59% |
$1.4M - $1.48M
|
724K
$32.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.69K+ 119.09% |
$338K - $358K
|
14.1K
$627K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.96KNew |
$262K - $277K
|
5.96K
$264K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.6KNew |
$246K - $261K
|
5.6K
$249K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.89KNew |
$215K - $228K
|
4.89K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.53K+ 6.77% |
$155K - $164K
|
55.7K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.12K+ 12.86% |
$137K - $145K
|
27.3K
$1.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63K+ 15.19% |
$116K - $122K
|
19.9K
$885K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.11K+ 14.48% |
$92.8K - $98.2K
|
16.7K
$740K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 24.37% |
$47.2K - $50K
|
5.48K
$243K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
282+ 6.29% |
$12.4K - $13.1K
|
4.77K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
115+ 2.48% |
$5.06K - $5.35K
|
4.75K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
75New |
$3.3K - $3.49K
|
75
$3.33K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.11% |
$1.89K - $2K
|
39.8K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.15% |
$484 - $512
|
7.12K
$316K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.33% |
$132 - $140
|
917
$40.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30- 0.6% |
$1.32K - $1.4K
|
4.96K
$220K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-40- 0.34% |
$1.76K - $1.86K
|
11.6K
$513K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-85- 0.19% |
$3.74K - $3.96K
|
44.3K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-674- 0.88% |
$29.6K - $31.4K
|
76.2K
$3.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-771- 19.85% |
$33.9K - $35.9K
|
3.11K
$138K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-860- 0.52% |
$37.8K - $40K
|
163K
$7.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-870- 9.17% |
$38.3K - $40.5K
|
8.62K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-989- 0.68% |
$43.5K - $46K
|
145K
$6.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1K- 85.7% |
$44K - $46.6K
|
167
$7.41K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.07K- 0.91% |
$47K - $49.7K
|
116K
$5.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.11K- 16.26% |
$48.9K - $51.7K
|
5.72K
$254K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 2.57% |
$63.7K - $67.4K
|
54.8K
$2.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.15K- 2.9% |
$94.6K - $100K
|
72.1K
$3.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.96K- 8.18% |
$174K - $184K
|
44.5K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.34K- 3.41% |
$191K - $202K
|
123K
$5.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-71.7K- 32.68% |
$3.15M - $3.34M
|
148K
$6.55M
|
|