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

First Horizon 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
Q1 		– Sell
-1,420
Closed -$53.2K – 2371
2023
Q4 		$53.2K Buy
+1,420
New +$47.6K ﹤0.01% 909
2019
Q1 		– Sell
-1,340
Closed -$30K – 1630
2018
Q4 		$30K Buy
+1,340
New +$34K ﹤0.01% 641

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 $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Horizon Advisors's PRFZ Position: Q1 2024 in Review

First Horizon Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2024, closing a stake of 1,420 shares — an estimated $53.2K sold.

First Horizon Advisors first reported a position in PRFZ in Q4 2018 and held it in 2 quarters. The position peaked at $53.2K in Q4 2023. 255 funds tracked by Wall St. Rank hold PRFZ as of Q1 2024.

  • First Horizon Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
  • First Horizon Advisors sold 1,420 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2024, an estimated $53.2K.
  • First Horizon Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 2 quarters.
  • First Horizon Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $53.2K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.