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

EverSource Wealth 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
2024 Q3	–	Sell	-309	Closed	-$12.9K	–	3100
2024 Q2	$12.9K	Buy	309 +1	+0.3%	+$38	﹤0.01%	1723
2024 Q1	$11.4K	Buy	308 +253	+460%	+$9.42K	﹤0.01%	1620
2023 Q4	$2.06K	Hold	55	–	–	﹤0.01%	2154
2023 Q3	$1.81K	Buy	+55	New	+$1.91K	﹤0.01%	2035
2022 Q4	–	Sell	-595	Closed	-$17K	–	2401
2022 Q3	$17K	Buy	+595	New	+$19.3K	﹤0.01%	966

Other funds holding PRFZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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

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

EverSource Wealth Advisors's PRFZ Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2024, closing a stake of 309 shares — an estimated $12.9K sold.

EverSource Wealth Advisors first reported a position in PRFZ in Q3 2022 and held it in 5 quarters. The position peaked at $17K in Q3 2022. 273 funds tracked by Wall St. Rank hold PRFZ as of Q3 2024.

EverSource Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 309 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2024, an estimated $12.9K.
EverSource Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $17K in Q3 2022.
273 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.