CMP
PRFZ icon

Coston McIsaac & Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Coston McIsaac & Partners’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
2026
Q1 		$11K Hold
240
– – ﹤0.01% 563
2025
Q4 		$11K Hold
240
– – ﹤0.01% 563
2025
Q3 		$10K Hold
240
– – ﹤0.01% 550
2025
Q2 		$9K Hold
240
– – ﹤0.01% 541
2025
Q1 		$9K Hold
240
– – ﹤0.01% 518
2024
Q4 		$9K Hold
240
– – ﹤0.01% 501
2024
Q3 		$9 Buy
+240
New +$9.62K ﹤0.01% 520

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return