QWM
PRFZ icon

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

QP 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
2020
Q1 		– Sell
-9,790
Closed -$262K – 83
2019
Q4 		$262K Buy
+9,790
New +$258K 0.32% 70

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
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QP Wealth Management's PRFZ Position: Q1 2020 in Review

QP Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2020, closing a stake of 9,790 shares — an estimated $262K sold.

QP Wealth Management first reported a position in PRFZ in Q4 2019 and held it in 1 quarter. The position peaked at $262K in Q4 2019. 151 funds tracked by Wall St. Rank hold PRFZ as of Q1 2020.

  • QP Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • QP Wealth Management sold 9,790 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2020, an estimated $262K.
  • QP Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2019 and held it in 1 quarter.
  • QP Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $262K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2020.

Based on QP Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.