AE Wealth 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
$108K Buy
2,648
+385
+17% +$15.7K ﹤0.01% 1464
2025
Q1
$85.7K Sell
2,263
-17
-0.7% -$644 ﹤0.01% 1480
2024
Q4
$94.9K Buy
+2,280
New +$94.9K ﹤0.01% 1444