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

PSI 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
2025 Q1	–	Sell	-90	Closed	-$3.75K	–	890
2024 Q4	$3.75K	Hold	90	–	–	﹤0.01%	660
2024 Q3	$3.74K	Hold	90	–	–	﹤0.01%	694
2024 Q2	$3.43K	Hold	90	–	–	﹤0.01%	678
2024 Q1	$3.54K	Hold	90	–	–	﹤0.01%	627
2023 Q4	$3.37K	Hold	90	–	–	﹤0.01%	675
2023 Q3	$2.97K	Hold	90	–	–	﹤0.01%	658
2023 Q2	$3.09K	Hold	90	–	–	﹤0.01%	636
2023 Q1	$2.96K	Hold	90	–	–	﹤0.01%	582
2022 Q4	$2.85K	Hold	90	–	–	﹤0.01%	576
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	594
2022 Q2	$3K	Buy	+90	New	+$3K	﹤0.01%	631

Other funds holding PRFZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSI Advisors's PRFZ Position: Q1 2025 in Review

PSI Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2025, closing a stake of 90 shares — an estimated $3.75K sold.

PSI Advisors first reported a position in PRFZ in Q2 2022 and held it in 11 quarters. The position peaked at $3.75K in Q4 2024. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

PSI Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 90 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $3.75K.
PSI Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2022 and held it in 11 quarters.
PSI Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $3.75K 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 PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.