Hibernia Wealth Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-17,877	Closed	-$743K	–	100
2024 Q3	$743K	Buy	+17,877	New	+$717K	0.22%	41
2024 Q2	–	Sell	-16,754	Closed	-$658K	–	105
2024 Q1	$658K	Sell	16,754 -927	-5%	-$34.5K	0.45%	30
2023 Q4	$663K	Sell	17,681 -7,756	-30%	-$260K	0.5%	26
2023 Q3	$839K	Buy	+25,437	New	+$885K	0.65%	21

Other funds holding PRFZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

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

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

Hibernia Wealth Partners's PRFZ Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2024, closing a stake of 17,877 shares — an estimated $743K sold.

Hibernia Wealth Partners first reported a position in PRFZ in Q3 2023 and held it in 4 quarters. The position peaked at $839K in Q3 2023. 282 funds tracked by Wall St. Rank hold PRFZ as of Q4 2024.

Hibernia Wealth Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 17,877 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2024, an estimated $743K.
Hibernia Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $839K in Q3 2023.
282 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.