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Global Wealth Management Investment Advisory’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-1,500
Closed -$38K – 764
2019
Q1 		$38K Buy
+1,500
New +$37.9K 0.02% 233

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's PRFZ Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2019, closing a stake of 1,500 shares — an estimated $38K sold.

Global Wealth Management Investment Advisory first reported a position in PRFZ in Q1 2019 and held it in 1 quarter. The position peaked at $38K in Q1 2019. 162 funds tracked by Wall St. Rank hold PRFZ as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,500 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2019, an estimated $38K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $38K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.