Certified Advisory Corp’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-515	Closed	-$18K	–	595
2021 Q1	$18K	Buy	+515	New	+$17.6K	﹤0.01%	516
2020 Q2	$11K	Hold	510	–	–	﹤0.01%	541
2020 Q1	$9K	Buy	510 +5	+1%	+$121	﹤0.01%	545
2019 Q4	$14K	Hold	505	–	–	﹤0.01%	541
2019 Q3	$13K	Hold	505	–	–	﹤0.01%	553
2019 Q2	$13K	Hold	505	–	–	﹤0.01%	547
2019 Q1	$13K	Buy	505 +150	+42%	+$3.79K	0.01%	516
2018 Q4	$8K	Hold	355	–	–	﹤0.01%	569
2018 Q3	$10K	Hold	355	–	–	﹤0.01%	566
2018 Q2	$10K	Buy	355 +5	+1%	+$136	0.01%	539
2018 Q1	$9K	Hold	350	–	–	0.01%	528
2017 Q4	$9K	Buy	+350	New	+$8.95K	0.01%	489

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Certified Advisory Corp's PRFZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2021, closing a stake of 515 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in PRFZ in Q4 2017 and held it in 12 quarters. The position peaked at $18K in Q1 2021. 190 funds tracked by Wall St. Rank hold PRFZ as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 515 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $18K in Q1 2021.
190 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.