PSIWM
PRFZ icon

Paradigm Strategies in Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-125
Closed -$5K – 189
2021
Q2 		$5K Hold
125
– – ﹤0.01% 194
2021
Q1 		$4K Buy
+125
New +$4.27K ﹤0.01% 186

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PRFZ Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2021, closing a stake of 125 shares — an estimated $5K sold.

Paradigm Strategies in Wealth Management first reported a position in PRFZ in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 185 funds tracked by Wall St. Rank hold PRFZ as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 125 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2021, an estimated $5K.
  • Paradigm Strategies in Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.