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Romano Brothers & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-75
Closed -$2.38K – 794
2022
Q4 		$2.38K Buy
+75
New +$2.4K ﹤0.01% 917

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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $768M AUM 14.21% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Romano Brothers & Co's PRFZ Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2023, closing a stake of 75 shares — an estimated $2.38K sold.

Romano Brothers & Co first reported a position in PRFZ in Q4 2022 and held it in 1 quarter. The position peaked at $2.38K in Q4 2022. 222 funds tracked by Wall St. Rank hold PRFZ as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 75 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2023, an estimated $2.38K.
  • Romano Brothers & Co first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.38K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.