Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco RAFI US 1500 Small-Mid ETF (PRFZ) Ownership Disclosures

Read PRFZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco Exchange-Traded Fund Trust Invesco RAFI US 1500 Small-Mid ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
13,278
Value (USD)
$740,520
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PRFZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PRFZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,278$740,520None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-268,194$376,023None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,148$119,794None
Archer Investment Corp2026-06-302026-08-20253$14,110None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2063,128$3,520,665None
Beacon Pointe Advisors, LLC2026-06-302026-08-1910,303$574,584None
Corient Private Wealth LP2026-06-302026-08-1815,344$855,740None
Equitable Holdings, Inc.2026-06-302026-08-18286,779$15,993,647None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15241,085$13,445,310None
Modern Wealth Management, LLC2026-06-302026-08-1553,047$2,958,431None
Milestone Investment Advisors LLC2026-06-302026-08-151,313$73,206None
Flatrock Wealth Partners LLC2026-06-302026-08-158,346$465,478None
Vertex Planning Partners, LLC2026-06-302026-08-1513,149$733,340None
Ameritas Advisory Services, LLC2026-06-302026-08-154,885$272,441None
WCG Wealth Advisors LLC2026-06-302026-08-15634,759$35,400,431None
Western Wealth Management, LLC2026-06-302026-08-1512,319$687,035None
Qube Research & Technologies Ltd2026-06-302026-08-153,232$180,249None
IFG Advisory, LLC2026-06-302026-08-152,510$139,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,923$330,347None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,085$1,064,350None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,756$1,938,790None
AIMZ Investment Advisors, LLC2026-06-302026-08-1510,500$585,585None
Heritage Wealth Advisors2026-06-302026-08-15160$8,923None
Orion Porfolio Solutions, LLC2026-06-302026-08-156,395$356,636None
Regal Investment Advisors LLC2026-06-302026-08-15179,531$10,012,462None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,932$442,368None
Ancora Advisors LLC2026-06-302026-08-155,100$284,427None
Medallion Wealth Advisors, LLC2026-06-302026-08-15225$12,548None
Waverly Advisors, LLC2026-06-302026-08-151,071,783$59,773,348None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-153,881$216,443None
BROWN ADVISORY INC2026-06-302026-08-156,495$362,226None
&PARTNERS2026-06-302026-08-157,781$433,936None
Thrivent Financial for Lutherans2026-06-302026-08-154,587$256,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15104,432$5,720,251None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,417$246,336None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1599,266$5,536,050None
Prosperity Bancshares Inc2026-06-302026-08-15175$9,760None
MAI Capital Management2026-06-302026-08-153,370$187,945None
MAI Capital Management2026-06-302026-08-1516,572$924,208None
Pinnacle Financial Partners, Inc.2026-06-302026-08-157,757$432,608None
Cerity Partners LLC2026-06-302026-08-1529,942$1,669,831None
Cerity Partners LLC2026-06-302026-08-1566$3,681None
Cerity Partners LLC2026-06-302026-08-1593,542$5,216,822None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-157,698$429,317None
Evercore Wealth Management, LLC2026-06-302026-08-1531,160$1,737,793None
Cresset Asset Management, LLC2026-06-302026-08-1531,903$1,779,216None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15224,734$12,533,389None
ROYAL BANK OF CANADA2026-06-302026-08-15763,689$42,591,000None
ROYAL BANK OF CANADA2026-06-302026-08-15209$12,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,965$221,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗GILL CAPITAL PARTNERS, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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