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Heritage Wealth Management (Arizona)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		– Sell
-125
Closed -$4K – 1095
2022
Q3 		$4K Buy
+125
New +$4.06K ﹤0.01% 795

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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PRFZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2022, closing a stake of 125 shares — an estimated $4K sold.

Heritage Wealth Management (Arizona) first reported a position in PRFZ in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 225 funds tracked by Wall St. Rank hold PRFZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 125 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2022, an estimated $4K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.