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

Realta Investment 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
2019
Q3 		– Sell
-3,100
Closed -$79K – 1752
2019
Q2 		$79K Buy
+3,100
New +$79.2K 0.02% 565

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Realta Investment Advisors's PRFZ Position: Q3 2019 in Review

Realta Investment Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2019, closing a stake of 3,100 shares — an estimated $79K sold.

Realta Investment Advisors first reported a position in PRFZ in Q2 2019 and held it in 1 quarter. The position peaked at $79K in Q2 2019. 160 funds tracked by Wall St. Rank hold PRFZ as of Q3 2019.

  • Realta Investment Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 3,100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2019, an estimated $79K.
  • Realta Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $79K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.