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

HC Financial 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	$128K	Hold	4,175	–	–	0.09%	89
2022 Q1	$153K	Hold	4,175	–	–	0.09%	87
2021 Q4	$160K	Hold	4,175	–	–	0.09%	89
2021 Q3	$152K	Hold	4,175	–	–	0.09%	86
2021 Q2	$156K	Sell	4,175 -2,025	-33%	-$74.2K	0.09%	88
2021 Q1	$219K	Buy	6,200 +275	+5%	+$9.39K	0.13%	74
2020 Q4	$179K	Sell	5,925 -1,050	-15%	-$28.5K	0.11%	84
2020 Q3	$163K	Hold	6,975	–	–	0.12%	75
2020 Q2	$156K	Hold	6,975	–	–	0.12%	71
2020 Q1	$125K	Buy	+6,975	New	+$169K	0.11%	75

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HC Financial Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2022 at 4,175 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #89.

HC Financial Advisors first reported a position in PRFZ in Q1 2020 and has held it in 10 quarters since. The position peaked at $219K in Q1 2021. 194 funds tracked by Wall St. Rank hold PRFZ as of Q2 2022.

HC Financial Advisors held 4,175 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $128K as of Q2 2022.
HC Financial Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2022.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.09% of HC Financial Advisors's portfolio in Q2 2022, its #89 holding.
HC Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $219K in Q1 2021.
194 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.