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

Argent Wealth 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
2020 Q2	$210K	Buy	+8,420	New	+$173K	0.03%	161

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

Argent Wealth Management's PRFZ Position: Q2 2020 in Review

Argent Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2020: 8,420 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings.

149 funds tracked by Wall St. Rank hold PRFZ as of Q2 2020.

Argent Wealth Management held 8,420 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $210K as of Q2 2020.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Argent Wealth Management position in Q2 2020.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Argent Wealth Management's portfolio in Q2 2020, its #161 holding.
149 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.