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

Interchange Capital 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
2021
Q1 		– Sell
-150
Closed -$4K – 878
2020
Q4 		$4K Buy
+150
New +$4.07K ﹤0.01% 993

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Interchange Capital Partners's PRFZ Position: Q1 2021 in Review

Interchange Capital Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2021, closing a stake of 150 shares — an estimated $4K sold.

Interchange Capital Partners first reported a position in PRFZ in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 187 funds tracked by Wall St. Rank hold PRFZ as of Q1 2021.

  • Interchange Capital Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 150 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2021, an estimated $4K.
  • Interchange Capital Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.