MFA Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

MFA Wealth Advisors’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	-10	Closed	-$416	–	309
2024 Q3	$416	Hold	10	–	–	﹤0.01%	480
2024 Q2	$381	Buy	+10	New	+$381	﹤0.01%	500
2020 Q3	–	Sell	-170	Closed	-$3.8K	–	170
2020 Q2	$3.8K	Buy	+170	New	+$3.49K	﹤0.01%	208
2019 Q2	–	Sell	-32,865	Closed	-$833K	–	49
2019 Q1	$833K	Buy	+32,865	New	+$831K	0.55%	33
2018 Q4	–	Sell	-34,710	Closed	-$891K	–	48
2018 Q3	$891K	Sell	34,710 -2,480	-7%	-$70.8K	0.66%	31
2018 Q2	$1.05M	Buy	37,190 +470	+1%	+$12.7K	0.69%	28
2018 Q1	$960K	Buy	36,720 +120	+0.3%	+$3.14K	0.72%	27
2017 Q4	$978K	Buy	+36,600	New	+$935K	0.66%	31

Other funds holding PRFZ

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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