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

Cedar Wealth Management’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
2022 Q4	–	Sell	-500	Closed	-$15K	–	325
2022 Q3	$15K	Buy	500 +115	+30%	+$3.74K	0.01%	231
2022 Q2	$12K	Sell	385 -35	-8%	-$1.17K	0.01%	258
2022 Q1	$15K	Sell	420 -150	-26%	-$5.44K	0.01%	273
2021 Q4	$22K	Hold	570	–	–	0.01%	238
2021 Q3	$21K	Hold	570	–	–	0.01%	201
2021 Q2	$21K	Sell	570 -160	-22%	-$5.87K	0.01%	204
2021 Q1	$26K	Hold	730	–	–	0.01%	181
2020 Q4	$22K	Hold	730	–	–	0.01%	167
2020 Q3	$17K	Sell	730 -1,050	-59%	-$24.8K	0.01%	169
2020 Q2	$40K	Sell	1,780 -15,120	-89%	-$310K	0.03%	133
2020 Q1	$302K	Buy	16,900 +14,920	+754%	+$361K	0.2%	60
2019 Q4	$54K	Sell	1,980 -50	-2%	-$1.32K	0.03%	86
2019 Q3	$52K	Hold	2,030	–	–	0.03%	87
2019 Q2	$52K	Buy	+2,030	New	+$51.9K	0.03%	101

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cedar Wealth Management's PRFZ Position: Q4 2022 in Review

Cedar Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2022, closing a stake of 500 shares — an estimated $15K sold.

Cedar Wealth Management first reported a position in PRFZ in Q2 2019 and held it in 14 quarters. The position peaked at $302K in Q1 2020. 225 funds tracked by Wall St. Rank hold PRFZ as of Q4 2022.

Cedar Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2022 after selling out during the quarter.
Cedar Wealth Management sold 500 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2022, an estimated $15K.
Cedar Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2019 and held it in 14 quarters.
Cedar Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $302K in Q1 2020.
225 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.