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Advocacy Wealth Management Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Advocacy Wealth Management Services’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,185
Closed -$30K – 155
2019
Q3 		$30K Hold
1,185
– – 0.02% 68
2019
Q2 		$30K Buy
+1,185
New +$30.3K 0.02% 68

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Advocacy Wealth Management Services's PRFZ Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2019, closing a stake of 1,185 shares — an estimated $30K sold.

Advocacy Wealth Management Services first reported a position in PRFZ in Q2 2019 and held it in 2 quarters. The position peaked at $30K in Q3 2019. 168 funds tracked by Wall St. Rank hold PRFZ as of Q4 2019.

  • Advocacy Wealth Management Services reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,185 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2019, an estimated $30K.
  • Advocacy Wealth Management Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2019 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $30K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.