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 $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MFA Wealth Advisors's PRFZ Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2024, closing a stake of 10 shares — an estimated $416 sold.

MFA Wealth Advisors first reported a position in PRFZ in Q4 2017 and held it in 8 quarters. The position peaked at $1.05M in Q2 2018. 282 funds tracked by Wall St. Rank hold PRFZ as of Q4 2024.

MFA Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 10 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2024, an estimated $416.
MFA Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 8 quarters.
MFA Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.05M in Q2 2018.
282 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.