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

Lee 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
2022
Q3 		– Sell
-85
Closed -$3K – 974
2022
Q2 		$3K Buy
+85
New +$2.83K ﹤0.01% 643
2019
Q3 		– Sell
-390
Closed -$10K – 530
2019
Q2 		$10K Hold
390
– – ﹤0.01% 355
2019
Q1 		$10K Buy
+390
New +$9.87K ﹤0.01% 342

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial's PRFZ Position: Q3 2022 in Review

Lee Financial sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2022, closing a stake of 85 shares — an estimated $3K sold.

Lee Financial first reported a position in PRFZ in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 208 funds tracked by Wall St. Rank hold PRFZ as of Q3 2022.

  • Lee Financial reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 85 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2022, an estimated $3K.
  • Lee Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2019 and held it in 3 quarters.
  • Lee Financial's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $10K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.