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

CreativeOne Wealth’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,875
Closed -$236K – 762
2023
Q2 		$236K Buy
+6,875
New +$236K 0.01% 723