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American Portfolios Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$14.6K Hold
500
– – ﹤0.01% 2349
2022
Q2 		$15.3K Hold
500
– – ﹤0.01% 2361
2022
Q1 		$18.3K Hold
500
– – ﹤0.01% 2416
2021
Q4 		$19.2K Buy
+500
New +$19.1K ﹤0.01% 2351

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 $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's PRFZ Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2022 at 500 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

American Portfolios Advisors first reported a position in PRFZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $19.2K in Q4 2021. 209 funds tracked by Wall St. Rank hold PRFZ as of Q3 2022.

  • American Portfolios Advisors held 500 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $14.6K as of Q3 2022.
  • American Portfolios Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2022.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2349 holding.
  • American Portfolios Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $19.2K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.