Ameritas Investment Company’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-1,375	Closed	-$25K	–	1271
2020 Q1	$25K	Buy	+1,375	New	+$33.3K	﹤0.01%	936
2019 Q4	–	Sell	-1,380	Closed	-$35K	–	1324
2019 Q3	$35K	Buy	+1,380	New	+$34.8K	0.01%	766
2019 Q1	–	Sell	-3,215	Closed	-$73K	–	1578
2018 Q4	$73K	Buy	+3,215	New	+$81.7K	0.02%	495

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Ameritas Investment Company's PRFZ Position: Q2 2020 in Review

Ameritas Investment Company sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2020, closing a stake of 1,375 shares — an estimated $25K sold.

Ameritas Investment Company first reported a position in PRFZ in Q4 2018 and held it in 3 quarters. The position peaked at $73K in Q4 2018. 149 funds tracked by Wall St. Rank hold PRFZ as of Q2 2020.

Ameritas Investment Company reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,375 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2020, an estimated $25K.
Ameritas Investment Company first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $73K in Q4 2018.
149 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.