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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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 $883M AUM 17.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buckingham Strategic Wealth's PRFZ Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2024, closing a stake of 5,190 shares — an estimated $204K sold.

Buckingham Strategic Wealth first reported a position in PRFZ in Q1 2019 and held it in 8 quarters. The position peaked at $836K in Q1 2019. 264 funds tracked by Wall St. Rank hold PRFZ as of Q2 2024.

Buckingham Strategic Wealth reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 5,190 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2024, an estimated $204K.
Buckingham Strategic Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2019 and held it in 8 quarters.
Buckingham Strategic Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $836K in Q1 2019.
264 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.