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

Arkadios Wealth 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
2021
Q3 		– Sell
-820
Closed -$30K – 2014
2021
Q2 		$30K Hold
820
– – ﹤0.01% 1127
2021
Q1 		$28K Buy
820
+5
+0.6% +$171 ﹤0.01% 873
2020
Q4 		$24K Buy
+815
New +$22.1K 0.01% 706

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's PRFZ Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2021, closing a stake of 820 shares — an estimated $30K sold.

Arkadios Wealth Advisors first reported a position in PRFZ in Q4 2020 and held it in 3 quarters. The position peaked at $30K in Q2 2021. 185 funds tracked by Wall St. Rank hold PRFZ as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 820 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2021, an estimated $30K.
  • Arkadios Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $30K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.