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

Financial Synergies 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 Q2	–	Sell	-55	Closed	-$2.16K	–	362
2024 Q1	$2.16K	Buy	+55	New	+$2.05K	﹤0.01%	317
2023 Q4	–	Sell	-55	Closed	-$1.81K	–	529
2023 Q3	$1.81K	Hold	55	–	–	﹤0.01%	309
2023 Q2	$1.89K	Buy	+55	New	+$1.79K	﹤0.01%	300

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

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

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

Financial Synergies Wealth Advisors's PRFZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2024, closing a stake of 55 shares — an estimated $2.16K sold.

Financial Synergies Wealth Advisors first reported a position in PRFZ in Q2 2023 and held it in 3 quarters. The position peaked at $2.16K in Q1 2024. 264 funds tracked by Wall St. Rank hold PRFZ as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 55 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2024, an estimated $2.16K.
Financial Synergies Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2023 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.16K in Q1 2024.
264 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.