FCH
PRFZ icon

Freestone Capital Holdings’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Freestone Capital Holdings’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
2025
Q4 		– Sell
-5,147
Closed -$234K – 587
2025
Q3 		$234K Hold
5,147
– – 0.01% 476
2025
Q2 		$209K Sell
5,147
-781
-13% -$29.8K 0.01% 421
2025
Q1 		$224K Hold
5,928
– – 0.01% 400
2024
Q4 		$247K Buy
+5,928
New +$254K 0.01% 381
2021
Q1 		– Sell
-240
Closed -$7.25K – 929
2020
Q4 		$7.25K Sell
240
-370
-61% -$10K ﹤0.01% 917
2020
Q3 		$14.3K Buy
+610
New +$14.4K ﹤0.01% 696

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return