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Planned Solutions’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Planned Solutions’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
Q4 		– Sell
-149
Closed -$6.19K – 493
2024
Q3 		$6.19K Buy
+149
New +$5.97K ﹤0.01% 480

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planned Solutions's PRFZ Position: Q4 2024 in Review

Planned Solutions sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2024, closing a stake of 149 shares — an estimated $6.19K sold.

Planned Solutions first reported a position in PRFZ in Q3 2024 and held it in 1 quarter. The position peaked at $6.19K in Q3 2024. 282 funds tracked by Wall St. Rank hold PRFZ as of Q4 2024.

  • Planned Solutions reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 149 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2024, an estimated $6.19K.
  • Planned Solutions first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.19K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.