MAM
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MMA Asset Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

MMA Asset 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
2024
Q2 		– Sell
-898
Closed -$35.3K – 204
2024
Q1 		$35.3K Buy
+898
New +$33.4K 0.02% 158

Other funds holding PRFZ

Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA Asset Management's PRFZ Position: Q2 2024 in Review

MMA Asset Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2024, closing a stake of 898 shares — an estimated $35.3K sold.

MMA Asset Management first reported a position in PRFZ in Q1 2024 and held it in 1 quarter. The position peaked at $35.3K in Q1 2024. 264 funds tracked by Wall St. Rank hold PRFZ as of Q2 2024.

  • MMA Asset Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2024 after selling out during the quarter.
  • MMA Asset Management sold 898 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2024, an estimated $35.3K.
  • MMA Asset Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 1 quarter.
  • MMA Asset Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $35.3K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2024.

Based on MMA Asset Management's 13F filing for Q2 2024, filed 5 Feb 2025.