MAI Capital Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

MAI Capital 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
2025 Q3	$752K	Buy
2025 Q2	$633K	Sell
2025 Q1	$596K	Hold
2024 Q4	$655K	Buy
2024 Q3	$409K	Buy
2024 Q2	$374K	Buy
2024 Q1	$297K	Buy
2023 Q4	$237K	Buy