Aptus Capital 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 | $215K | Sell |
5,291
-174
| -3% | -$7.08K | ﹤0.01% | 916 |
|
|
2025
Q1 | $207K | Sell |
5,465
-58
| -1% | -$2.2K | ﹤0.01% | 873 |
|
|
2024
Q4 | $230K | Sell |
5,523
-57
| -1% | -$2.37K | ﹤0.01% | 847 |
|
|
2024
Q3 | $232K | Sell |
5,580
-636
| -10% | -$26.4K | ﹤0.01% | 729 |
|
|
2024
Q2 | $237K | Buy |
6,216
+10
| +0.2% | +$381 | ﹤0.01% | 685 |
|
|
2024
Q1 | $244K | Sell |
6,206
-142
| -2% | -$5.58K | ﹤0.01% | 679 |
|
|
2023
Q4 | $238K | Sell |
6,348
-637
| -9% | -$23.9K | 0.01% | 506 |
|
|
2023
Q3 | $230K | Sell |
6,985
-650
| -9% | -$21.4K | 0.01% | 528 |
|
|
2023
Q2 | $262K | Buy |
7,635
+440
| +6% | +$15.1K | 0.01% | 419 |
|
|
2023
Q1 | $237K | Sell |
7,195
-595
| -8% | -$19.6K | 0.01% | 440 |
|
|
2022
Q4 | $247K | Buy |
+7,790
| New | +$247K | 0.01% | 436 |
|