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

Intrua Financial’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
Q4 		– Sell
-98,945
Closed -$3.26M – 412
2023
Q3 		$3.26M Buy
98,945
+3,220
+3% +$112K 0.55% 41
2023
Q2 		$3.29M Buy
95,725
+7,500
+9% +$244K 0.56% 40
2023
Q1 		$2.77M Sell
88,225
-2,100
-2% -$70.7K 0.57% 42
2022
Q4 		$2.99M Buy
+90,325
New +$2.89M 0.69% 33

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intrua Financial's PRFZ Position: Q4 2023 in Review

Intrua Financial sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2023, closing a stake of 98,945 shares — an estimated $3.26M sold.

Intrua Financial first reported a position in PRFZ in Q4 2022 and held it in 4 quarters. The position peaked at $3.29M in Q2 2023. 253 funds tracked by Wall St. Rank hold PRFZ as of Q4 2023.

  • Intrua Financial reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2023 after selling out during the quarter.
  • Intrua Financial sold 98,945 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2023, an estimated $3.26M.
  • Intrua Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and held it in 4 quarters.
  • Intrua Financial's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $3.29M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2023.

Based on Intrua Financial's 13F filing for Q4 2023, filed 28 May 2025.