NFG
PRFZ icon

Next Financial Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Next Financial Group’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
2017
Q3 		– Sell
-60
Closed -$1K – 1918
2017
Q2 		$1K Hold
60
– – ﹤0.01% 1853
2017
Q1 		$1K Sell
60
-65
-52% -$1.51K ﹤0.01% 1817
2016
Q4 		$3K Hold
125
– – ﹤0.01% 2100
2016
Q3 		$3K Buy
125
+65
+108% +$1.34K ﹤0.01% 2088
2016
Q2 		$1K Hold
60
– – ﹤0.01% 1679
2016
Q1 		$1K Hold
60
– – ﹤0.01% 1656
2015
Q4 		$1K Hold
60
– – ﹤0.01% 1706
2015
Q3 		$1K Buy
+60
New +$1.18K ﹤0.01% 1745
2014
Q4 		– Sell
-155
Closed -$3K – 2247
2014
Q3 		$3K Buy
+155
New +$3.05K ﹤0.01% 2234

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return