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

Fermata Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Sell
5,570
-200
-3% -$8.13K 0.06% 203
2025
Q1 		$218K Sell
5,770
-28
-0.5% -$1.06K 0.04% 257
2024
Q4 		$241K Buy
5,798
+32
+0.6% +$1.33K 0.05% 226
2024
Q3 		$240K Buy
+5,766
New +$240K 0.05% 212