AIMZ Investment Advisors’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
$427K Hold
10,500
0.14% 95
2025
Q1
$398K Hold
10,500
0.14% 99
2024
Q4
$437K Hold
10,500
0.15% 93
2024
Q3
$436K Hold
10,500
0.15% 92
2024
Q2
$400K Hold
10,500
0.14% 94
2024
Q1
$412K Hold
10,500
0.15% 89
2023
Q4
$394K Hold
10,500
0.16% 87
2023
Q3
$346K Hold
10,500
0.15% 88
2023
Q2
$361K Hold
10,500
0.16% 89
2023
Q1
$345K Hold
10,500
0.15% 88
2022
Q4
$333K Hold
10,500
0.16% 89
2022
Q3
$306K Hold
10,500
0.15% 89
2022
Q2
$322K Hold
10,500
0.15% 91
2022
Q1
$384K Hold
10,500
0.16% 90
2021
Q4
$403K Hold
10,500
0.16% 91
2021
Q3
$383K Hold
10,500
0.17% 89
2021
Q2
$392K Hold
10,500
0.18% 86
2021
Q1
$370K Hold
10,500
0.18% 87
2020
Q4
$317K Hold
10,500
0.17% 89
2020
Q3
$246K Hold
10,500
0.15% 87
2020
Q2
$235K Buy
+10,500
New +$235K 0.15% 88
2020
Q1
Sell
-10,500
Closed -$287K 96
2019
Q4
$287K Hold
10,500
0.19% 84
2019
Q3
$267K Hold
10,500
0.18% 83
2019
Q2
$268K Hold
10,500
0.18% 83
2019
Q1
$268K Hold
10,500
0.18% 85
2018
Q4
$239K Hold
10,500
0.18% 84
2018
Q3
$299K Hold
10,500
0.19% 87
2018
Q2
$292K Hold
10,500
0.21% 86
2018
Q1
$271K Hold
10,500
0.2% 90
2017
Q4
$273K Hold
10,500
0.21% 88
2017
Q3
$263K Hold
10,500
0.22% 86
2017
Q2
$248K Hold
10,500
0.21% 91
2017
Q1
$244K Hold
10,500
0.21% 89
2016
Q4
$242K Buy
10,500
+500
+5% +$11.5K 0.22% 88
2016
Q3
$211K Buy
+10,000
New +$211K 0.19% 90
2016
Q2
Sell
-23,600
Closed -$468K 102
2016
Q1
$468K Buy
23,600
+11,800
+100% +$234K 0.21% 89
2015
Q4
$222K Hold
11,800
0.2% 88
2015
Q3
$216K Hold
11,800
0.2% 87
2015
Q2
$245K Hold
11,800
0.21% 85
2015
Q1
$245K Hold
11,800
0.21% 86
2014
Q4
$238K Buy
+11,800
New +$238K 0.21% 83