Johnson Financial Group Inc (Wisconsin)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-1,061	Closed	-$39.8K	–	947
2023 Q4	$39.8K	Buy	1,061 +841	+382%	+$28.2K	﹤0.01%	470
2023 Q3	$7.26K	Buy	+220	New	+$7.66K	﹤0.01%	546
2014 Q4	–	Sell	-2,240	Closed	-$42K	–	816
2014 Q3	$42K	Buy	+2,240	New	+$44.1K	0.01%	469

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RJA

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FFA

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AIA

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

Johnson Financial Group Inc (Wisconsin)'s PRFZ Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2024, closing a stake of 1,061 shares — an estimated $39.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PRFZ in Q3 2014 and held it in 3 quarters. The position peaked at $42K in Q3 2014. 255 funds tracked by Wall St. Rank hold PRFZ as of Q1 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,061 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2024, an estimated $39.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2014 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $42K in Q3 2014.
255 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.