BFPW
PRFZ icon

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

BOK Financial Private Wealth’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 		– Sell
-189
Closed -$8.67K – 501
2025
Q4 		$8.67K Sell
189
-1,811
-91% -$82.8K ﹤0.01% 394
2025
Q3 		$90.8K Hold
2,000
– – 0.01% 211
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 +$74.5K 0.01% 221

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WA
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AIA
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SFGP
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FFA
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