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

Personal Capital 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
2022 Q4	$248K	Hold	7,825	–	–	﹤0.01%	419
2022 Q3	$228K	Hold	7,825	–	–	﹤0.01%	413
2022 Q2	$240K	Hold	7,825	–	–	﹤0.01%	395
2022 Q1	$286K	Sell	7,825 -350	-4%	-$12.7K	﹤0.01%	399
2021 Q4	$313K	Buy	8,175 +350	+4%	+$13.3K	﹤0.01%	428
2021 Q3	$286K	Sell	7,825 -370	-5%	-$13.5K	﹤0.01%	415
2021 Q2	$306K	Sell	8,195 -130	-2%	-$4.77K	﹤0.01%	391
2021 Q1	$294K	Sell	8,325 -110	-1%	-$3.75K	﹤0.01%	390
2020 Q4	$255K	Sell	8,435 -1,150	-12%	-$31.2K	﹤0.01%	404
2020 Q3	$224K	Buy	+9,585	New	+$227K	﹤0.01%	380
2020 Q1	–	Sell	-8,935	Closed	-$244K	–	392
2019 Q4	$244K	Buy	+8,935	New	+$235K	﹤0.01%	361

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $883M AUM 17.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Personal Capital Advisors's PRFZ Position: Q4 2022 in Review

Personal Capital Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q4 2022 at 7,825 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Personal Capital Advisors first reported a position in PRFZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $313K in Q4 2021. 225 funds tracked by Wall St. Rank hold PRFZ as of Q4 2022.

Personal Capital Advisors held 7,825 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $248K as of Q4 2022.
Personal Capital Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q4 2022.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #419 holding.
Personal Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2019 and has held it in 11 quarters since.
Personal Capital Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $313K in Q4 2021.
225 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.