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

Financial Sense 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
2022
Q2 		– Sell
-20,720
Closed -$757K – 133
2022
Q1 		$757K Buy
+20,720
New +$752K 0.28% 28

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Sense Advisors's PRFZ Position: Q2 2022 in Review

Financial Sense Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2022, closing a stake of 20,720 shares — an estimated $757K sold.

Financial Sense Advisors first reported a position in PRFZ in Q1 2022 and held it in 1 quarter. The position peaked at $757K in Q1 2022. 194 funds tracked by Wall St. Rank hold PRFZ as of Q2 2022.

  • Financial Sense Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Sense Advisors sold 20,720 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2022, an estimated $757K.
  • Financial Sense Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2022 and held it in 1 quarter.
  • Financial Sense Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $757K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2022.

Based on Financial Sense Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.