PRFZ · Insider trading · 13F holders · Congress trades
Invesco Rafi US 1500 Small-Mid ETF (PRFZ)
Who is buying and selling PRFZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 35
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PRFZ at a glance
- No open-market insider purchases or sales of PRFZ were filed in the last 90 days.
- 35 13F filers hold PRFZ among their 50 largest positions, worth $299.4M combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (8.5%), Johnson & White Wealth Management, LLC (5.6%) and Arbor Investment Advisors, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in PRFZ.
PRFZ insider trading
No open-market insider purchases or sales of PRFZ were filed in the last 90 days.
Who owns PRFZ? Hedge funds and superinvestors
35 13F filers hold PRFZ among their 50 largest positions, worth $299.4M combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (8.5%), Johnson & White Wealth Management, LLC (5.6%) and Arbor Investment Advisors, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Arbor Investment Advisors, LLCWealth manager | 5.0% | $43.7M | 834,775 | +3.6% shares | Q3 2026 |
| First Foundation AdvisorsEndowment & foundation | 1.5% | $41.2M | 739,179 | -2.6% shares | Q2 2026 |
| WCG Wealth Advisors LLCWealth manager | 0.8% | $35.4M | 634,759 | -0.9% shares | Q2 2026 |
| Stonebridge Financial Group, LLCInstitutional asset manager | 2.6% | $34.6M | 661,168 | -13.3% shares | Q3 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 1.1% | $19.9M | 355,967 | -4.7% shares | Q2 2026 |
| Traction Financial Partners, LLCWealth manager | 8.5% | $15.9M | 285,584 | +4.3% shares | Q2 2026 |
| Johnson & White Wealth Management, LLCWealth manager | 5.6% | $14.9M | 266,421 | +0.8% shares | Q2 2026 |
| Three Bridge Wealth Advisors, LLCWealth manager | 3.7% | $14.6M | 261,632 | -2.1% shares | Q2 2026 |
| Regal Investment Advisors LLCWealth manager | 0.5% | $10.0M | 179,531 | — | Q2 2026 |
| Accredited Investors Inc.Wealth manager | 0.4% | $9.0M | 161,715 | -4.2% shares | Q2 2026 |
| Arlington Financial Advisors, LLCWealth manager | 1.0% | $7.7M | 147,739 | -3.9% shares | Q3 2026 |
| Ducere Wealth Management LLCWealth manager | 2.1% | $7.0M | 126,030 | -7.5% shares | Q2 2026 |
| Sunrise Financial Services, LLCWealth manager | 3.5% | $6.3M | 120,599 | +11.7% shares | Q3 2026 |
| Lebenthal Global Advisors, LLCWealth manager | 0.7% | $5.2M | 99,470 | -0.1% shares | Q3 2026 |
| Verum Partners LLCWealth manager | 0.8% | $5.1M | 97,442 | -28.9% shares | Q3 2026 |
| WealthBridge Capital Management, LLCWealth manager | 0.9% | $4.5M | 85,663 | +8.7% shares | Q3 2026 |
| Sound Stewardship, LLCWealth manager | 1.6% | $3.9M | 75,200 | +0.0% shares | Q3 2026 |
| Crusonia Wealth Advisors LLCWealth manager | 0.6% | $3.9M | 74,606 | -0.9% shares | Q3 2026 |
| Eq Wealth Advisors, LLCWealth manager | 1.3% | $2.3M | 41,686 | -7.9% shares | Q2 2026 |
| GSG Advisors LLCWealth manager | 0.5% | $2.2M | 39,906 | +0.1% shares | Q2 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 0.3% | $2.1M | 40,300 | -4.9% shares | Q3 2026 |
| Whipplewood Advisors, LLCWealth manager | 0.9% | $1.4M | 26,631 | +1.3% shares | Q3 2026 |
| Shakespeare Wealth Management, LLCWealth manager | 0.2% | $1.2M | 22,687 | -1.8% shares | Q3 2026 |
| OMNI 360 Wealth, Inc.Wealth manager | 0.5% | $1.1M | 20,944 | +1.0% shares | Q3 2026 |
| Pacific Center for Financial ServicesWealth manager | 0.2% | $1.0M | 19,394 | +0.1% shares | Q3 2026 |
| Marquette Asset Management, LLCWealth manager | 0.1% | $963K | 18,406 | +0.0% shares | Q3 2026 |
| Golden Bell Financial Planning LLCWealth manager | 0.6% | $792K | 14,205 | +0.0% shares | Q2 2026 |
| Virtus Family Office LLCWealth manager | 0.6% | $711K | 12,740 | — | Q2 2026 |
| EnRich Financial Partners LLCWealth manager | 0.1% | $554K | 10,595 | +0.0% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 0.1% | $509K | 9,725 | +0.0% shares | Q3 2026 |
The 30 largest of 35 positions, by value. Each manager counts with its latest 13F (Q3 2026: 21, Q2 2026: 14). Screen PRFZ in the grand portfolio →
PRFZ stock trades by members of Congress
No member of Congress has disclosed a trade in PRFZ.
PRFZ questions and answers
Are insiders buying PRFZ stock?
No open-market insider purchases or sales of PRFZ were filed in the last 90 days.
Which hedge funds own PRFZ?
35 13F filers hold PRFZ among their 50 largest positions, worth $299.4M combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (8.5%), Johnson & White Wealth Management, LLC (5.6%) and Arbor Investment Advisors, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded PRFZ?
No member of Congress has disclosed a trade in PRFZ.
Who is the largest holder of PRFZ?
Among 13F filers, Arbor Investment Advisors, LLC reports the largest PRFZ position, $43.7M (834,775 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Traction Financial Partners, LLC's: 8.5% of its portfolio.
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