BTI
PRFZ icon

Blue Trust Inc’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Blue Trust Inc’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
2026
Q1 		$7.66K Hold
167
– – ﹤0.01% 1897
2025
Q4 		$7.66K Sell
167
-1,001
-86% -$45.8K ﹤0.01% 1924
2025
Q3 		$53.1K Buy
+1,168
New +$50.7K ﹤0.01% 1390
2025
Q2 		– Sell
-110
Closed -$4.17K – 2578
2025
Q1 		$4.17K Buy
+110
New +$4.51K ﹤0.01% 2130
2024
Q4 		– Sell
-1,773
Closed -$67.6K – 2851
2024
Q3 		$67.6K Buy
+1,773
New +$71.1K ﹤0.01% 1437
2023
Q1 		– Sell
-3,640
Closed -$106K – 2559
2022
Q4 		$106K Buy
+3,640
New +$117K ﹤0.01% 641

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WA
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Cetera Investment Advisers
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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIA
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SFGP
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FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return