Deutsche Bank’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Deutsche Bank’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
2024 Q1	–	Sell	-1,185	Closed	-$44.4K	–	3657
2023 Q4	$44.4K	Hold	1,185	–	–	﹤0.01%	3432
2023 Q3	$39.1K	Sell	1,185 -1,185	-50%	-$41.2K	﹤0.01%	3450
2023 Q2	$81.4K	Hold	2,370	–	–	﹤0.01%	3354
2023 Q1	$78K	Buy	+2,370	New	+$79.7K	﹤0.01%	3421
2019 Q2	–	Sell	-1,500	Closed	-$38K	–	5466
2019 Q1	$38K	Buy	+1,500	New	+$37.9K	﹤0.01%	4644
2015 Q1	–	Sell	-775	Closed	-$15K	–	5757
2014 Q4	$15K	Sell	775 -1,500	-66%	-$29.2K	﹤0.01%	5607
2014 Q3	$42K	Buy	2,275 +1,500	+194%	+$29.5K	﹤0.01%	4938
2014 Q2	$15K	Hold	775	–	–	﹤0.01%	5402
2014 Q1	$15K	Buy	+775	New	+$15K	﹤0.01%	4922

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 $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJA

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank's PRFZ Position: Q1 2024 in Review

Deutsche Bank sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2024, closing a stake of 1,185 shares — an estimated $44.4K sold.

Deutsche Bank first reported a position in PRFZ in Q1 2014 and held it in 9 quarters. The position peaked at $81.4K in Q2 2023. 255 funds tracked by Wall St. Rank hold PRFZ as of Q1 2024.

Deutsche Bank reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
Deutsche Bank sold 1,185 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2024, an estimated $44.4K.
Deutsche Bank first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2014 and held it in 9 quarters.
Deutsche Bank's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $81.4K in Q2 2023.
255 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2024.

Based on Deutsche Bank's 13F filing for Q1 2024, filed 15 May 2024.