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

Buckingham Strategic 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
2024
Q2 		– Sell
-5,190
Closed -$204K – 832
2024
Q1 		$204K Sell
5,190
-404
-7% -$15K ﹤0.01% 705
2023
Q4 		$210K Buy
+5,594
New +$188K ﹤0.01% 670
2020
Q3 		– Sell
-21,970
Closed -$491K – 490
2020
Q2 		$491K Buy
21,970
+3,360
+18% +$69K 0.05% 220
2020
Q1 		$333K Sell
18,610
-10,675
-36% -$258K 0.03% 323
2019
Q4 		$801K Sell
29,285
-1,550
-5% -$40.8K 0.08% 189
2019
Q3 		$783K Hold
30,835
– – 0.08% 172
2019
Q2 		$787K Sell
30,835
-1,920
-6% -$49.1K 0.09% 173
2019
Q1 		$836K Buy
+32,755
New +$829K 0.11% 158

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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