Advance Capital Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
13,503
+33
| +0.2% | +$1.34K | 0.02% | 99 |
|
|
2025
Q1 | $510K | Sell |
13,470
-90
| -0.7% | -$3.41K | 0.02% | 97 |
|
|
2024
Q4 | $564K | Buy |
13,560
+71
| +0.5% | +$2.95K | 0.03% | 86 |
|
|
2024
Q3 | $560K | Buy |
13,489
+40
| +0.3% | +$1.66K | 0.02% | 87 |
|
|
2024
Q2 | $513K | Sell |
13,449
-3,095
| -19% | -$118K | 0.02% | 87 |
|
|
2024
Q1 | $650K | Buy |
+16,544
| New | +$650K | 0.05% | 68 |
|