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Jamison Private Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Jamison Private Wealth Management’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
-200
Closed -$8.31K – 394
2024
Q3 		$8.31K Hold
200
– – ﹤0.01% 354
2024
Q2 		$7.63K Hold
200
– – ﹤0.01% 336
2024
Q1 		$7.86K Buy
+200
New +$7.45K ﹤0.01% 339

Other funds holding PRFZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jamison Private Wealth Management's PRFZ Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2024, closing a stake of 200 shares — an estimated $8.31K sold.

Jamison Private Wealth Management first reported a position in PRFZ in Q1 2024 and held it in 3 quarters. The position peaked at $8.31K in Q3 2024. 282 funds tracked by Wall St. Rank hold PRFZ as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 200 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2024, an estimated $8.31K.
  • Jamison Private Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $8.31K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.