BOK Financial Private Wealth’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$81.3K	Hold	2,000	–	–	0.01%	220
2025 Q1	$75.7K	Hold	2,000	–	–	0.01%	227
2024 Q4	$83.2K	Hold	2,000	–	–	0.01%	223
2024 Q3	$83.1K	Hold	2,000	–	–	0.01%	220
2024 Q2	$76.3K	Hold	2,000	–	–	0.01%	222
2024 Q1	$78.6K	Buy	+2,000	New	+$78.6K	0.01%	221