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

Schechter 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
2025 Q1	$268K	Sell	7,075 -250	-3%	-$10.3K	0.02%	493
2024 Q4	$305K	Hold	7,325	–	–	0.02%	490
2024 Q3	$304K	Hold	7,325	–	–	0.02%	493
2024 Q2	$279K	Buy	7,325 +280	+4%	+$10.7K	0.02%	488
2024 Q1	$277K	Hold	7,045	–	–	0.02%	510
2023 Q4	$264K	Hold	7,045	–	–	0.02%	494
2023 Q3	$232K	Buy	+7,045	New	+$245K	0.02%	512

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 $883M AUM 17.9% 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

Schechter Investment Advisors's PRFZ Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 3.4% in Q1 2025, selling an estimated $10.3K and leaving 7,075 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #493.

Schechter Investment Advisors first reported a position in PRFZ in Q3 2023 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

Schechter Investment Advisors held 7,075 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $268K as of Q1 2025.
Schechter Investment Advisors sold 250 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $10.3K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #493 holding.
Schechter Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and has held it in 7 quarters since.
Schechter Investment Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $305K 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 Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.