Householder Group Estate & Retirement Specialist’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$0	Buy	+10	New	+$336	﹤0.01%	1290
2022 Q4	–	Sell	-10	Closed	–	–	893
2022 Q3	$0	Buy	+10	New	+$325	﹤0.01%	1177

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AIA

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PRFZ Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2023: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in PRFZ as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in PRFZ in Q3 2022 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold PRFZ as of Q1 2023.

Householder Group Estate & Retirement Specialist held 10 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $0 as of Q1 2023.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1290 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 2 quarters since.
222 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.