Lehman & Derafelo Financial Resources’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-175	Closed	-$5K	–	166
2022 Q3	$5K	Hold	175	–	–	﹤0.01%	185
2022 Q2	$5K	Buy	+175	New	+$5.83K	﹤0.01%	190
2021 Q4	–	Sell	-175	Closed	-$6K	–	163
2021 Q3	$6K	Hold	175	–	–	﹤0.01%	183
2021 Q2	$7K	Hold	175	–	–	﹤0.01%	205
2021 Q1	$6K	Hold	175	–	–	﹤0.01%	208
2020 Q4	$5K	Hold	175	–	–	﹤0.01%	211
2020 Q3	$4K	Hold	175	–	–	﹤0.01%	255
2020 Q2	$4K	Hold	175	–	–	﹤0.01%	240
2020 Q1	$3K	Hold	175	–	–	﹤0.01%	187
2019 Q4	$5K	Hold	175	–	–	﹤0.01%	188
2019 Q3	$4K	Hold	175	–	–	﹤0.01%	180
2019 Q2	$5K	Hold	175	–	–	﹤0.01%	167
2019 Q1	$4K	Hold	175	–	–	﹤0.01%	172
2018 Q4	$4K	Buy	+175	New	+$4.45K	﹤0.01%	161

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's PRFZ Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2022, closing a stake of 175 shares — an estimated $5K sold.

Lehman & Derafelo Financial Resources first reported a position in PRFZ in Q4 2018 and held it in 14 quarters. The position peaked at $7K in Q2 2021. 225 funds tracked by Wall St. Rank hold PRFZ as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 175 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2022, an estimated $5K.
Lehman & Derafelo Financial Resources first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $7K in Q2 2021.
225 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.