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Arlington Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Arlington Partners’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
Q1 		– Sell
-32
Closed -$1.2K – 194
2023
Q4 		$1.2K Hold
32
– – ﹤0.01% 249
2023
Q3 		$1.06K Sell
32
-228
-88% -$7.93K ﹤0.01% 300
2023
Q2 		$8.94K Buy
+260
New +$8.47K ﹤0.01% 470

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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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

Arlington Partners's PRFZ Position: Q1 2024 in Review

Arlington Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2024, closing a stake of 32 shares — an estimated $1.2K sold.

Arlington Partners first reported a position in PRFZ in Q2 2023 and held it in 3 quarters. The position peaked at $8.94K in Q2 2023. 255 funds tracked by Wall St. Rank hold PRFZ as of Q1 2024.

  • Arlington Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 32 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2024, an estimated $1.2K.
  • Arlington Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2023 and held it in 3 quarters.
  • Arlington Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $8.94K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.