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

B. Riley 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
2015
Q1 		– Sell
-1,250
Closed -$25K – 1624
2014
Q4 		$25K Buy
+1,250
New +$24.3K ﹤0.01% 2448
2014
Q3 		– Sell
-5,410
Closed -$109K – 1575
2014
Q2 		$109K Buy
+5,410
New +$105K 0.03% 679
2013
Q3 		– Sell
-12,415
Closed -$201K – 732
2013
Q2 		$201K Buy
+12,415
New +$197K 0.07% 316

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

B. Riley Wealth Advisors's PRFZ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2015, closing a stake of 1,250 shares — an estimated $25K sold.

B. Riley Wealth Advisors first reported a position in PRFZ in Q2 2013 and held it in 3 quarters. The position peaked at $201K in Q2 2013. 97 funds tracked by Wall St. Rank hold PRFZ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,250 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2015, an estimated $25K.
  • B. Riley Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $201K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.