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

Baldwin Wealth 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
Q4 		– Sell
-250
Closed -$10.4K – 814
2024
Q3 		$10.4K Hold
250
– – ﹤0.01% 793
2024
Q2 		$9.54K Hold
250
– – ﹤0.01% 547
2024
Q1 		$9.82K Hold
250
– – ﹤0.01% 557
2023
Q4 		$9.37K Hold
250
– – ﹤0.01% 583
2023
Q3 		$8.25K Hold
250
– – ﹤0.01% 591
2023
Q2 		$8.59K Hold
250
– – ﹤0.01% 601
2023
Q1 		$8.23K Hold
250
– – ﹤0.01% 632
2022
Q4 		$7.92K Buy
+250
New +$8.01K ﹤0.01% 627

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's PRFZ Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2024, closing a stake of 250 shares — an estimated $10.4K sold.

Baldwin Wealth Partners first reported a position in PRFZ in Q4 2022 and held it in 8 quarters. The position peaked at $10.4K in Q3 2024. 282 funds tracked by Wall St. Rank hold PRFZ as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 250 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2024, an estimated $10.4K.
  • Baldwin Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $10.4K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.