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

Oarsman Capital’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
Q1 		– Sell
-781
Closed -$32.5K – 672
2024
Q4 		$32.5K Buy
+781
New +$33.4K 0.01% 520

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oarsman Capital's PRFZ Position: Q1 2025 in Review

Oarsman Capital sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2025, closing a stake of 781 shares — an estimated $32.5K sold.

Oarsman Capital first reported a position in PRFZ in Q4 2024 and held it in 1 quarter. The position peaked at $32.5K in Q4 2024. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

  • Oarsman Capital reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 781 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $32.5K.
  • Oarsman Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and held it in 1 quarter.
  • Oarsman Capital's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $32.5K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.