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Atwood & Palmer’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Atwood & Palmer’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
2025
Q1 		– Sell
-100
Closed -$4.16K – 475
2024
Q4 		$4.16K Buy
+100
New +$4.28K ﹤0.01% 386

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's PRFZ Position: Q1 2025 in Review

Atwood & Palmer sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2025, closing a stake of 100 shares — an estimated $4.16K sold.

Atwood & Palmer first reported a position in PRFZ in Q4 2024 and held it in 1 quarter. The position peaked at $4.16K in Q4 2024. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

  • Atwood & Palmer reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $4.16K.
  • Atwood & Palmer first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and held it in 1 quarter.
  • Atwood & Palmer's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4.16K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.