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DHJJ Financial Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

DHJJ Financial Advisors’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
Q4 		– Sell
-175
Closed -$5.77K – 818
2023
Q3 		$5.77K Buy
+175
New +$6.09K ﹤0.01% 480

Other funds holding PRFZ

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Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's PRFZ Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2023, closing a stake of 175 shares — an estimated $5.77K sold.

DHJJ Financial Advisors first reported a position in PRFZ in Q3 2023 and held it in 1 quarter. The position peaked at $5.77K in Q3 2023. 253 funds tracked by Wall St. Rank hold PRFZ as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 175 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2023, an estimated $5.77K.
  • DHJJ Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.77K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.