CPFP
PRFZ icon

Clear Perspectives Financial Planning’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$12.7K Hold
385
– – 0.01% 135
2022
Q4 		$12.2K Buy
+385
New +$12.3K 0.01% 148

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Perspectives Financial Planning's PRFZ Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2023 at 385 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #135.

Clear Perspectives Financial Planning first reported a position in PRFZ in Q4 2022 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold PRFZ as of Q1 2023.

  • Clear Perspectives Financial Planning held 385 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.7K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2023.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #135 holding.
  • Clear Perspectives Financial Planning first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.