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Anfield Capital Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Anfield Capital Management’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
2024
Q2 		– Sell
-292
Closed -$11.5K – 506
2024
Q1 		$11.5K Buy
+292
New +$10.9K 0.01% 144

Other funds holding PRFZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anfield Capital Management's PRFZ Position: Q2 2024 in Review

Anfield Capital Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2024, closing a stake of 292 shares — an estimated $11.5K sold.

Anfield Capital Management first reported a position in PRFZ in Q1 2024 and held it in 1 quarter. The position peaked at $11.5K in Q1 2024. 264 funds tracked by Wall St. Rank hold PRFZ as of Q2 2024.

  • Anfield Capital Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2024 after selling out during the quarter.
  • Anfield Capital Management sold 292 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2024, an estimated $11.5K.
  • Anfield Capital Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 1 quarter.
  • Anfield Capital Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $11.5K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2024.

Based on Anfield Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.