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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$268K	Buy	5,838 +14	+0.2%	+$667	0.11%	70
2025 Q4	$267K	Buy	5,824 +14	+0.2%	+$640	0.11%	77
2025 Q3	$264K	Buy	5,810 +14	+0.2%	+$607	0.12%	76
2025 Q2	$236K	Buy	5,796 +15	+0.3%	+$572	0.11%	73
2025 Q1	$219K	Buy	5,781 +7	+0.1%	+$287	0.12%	74
2024 Q4	$240K	Buy	5,774 +32	+0.6%	+$1.37K	0.13%	76
2024 Q3	$239K	Buy	5,742 +18	+0.3%	+$722	0.13%	72
2024 Q2	$218K	Buy	5,724 +23	+0.4%	+$876	0.14%	72
2024 Q1	$224K	Buy	5,701 +13	+0.2%	+$484	0.15%	67
2023 Q4	$213K	Buy	+5,688	New	+$191K	0.16%	64
2022 Q2	–	Sell	-5,545	Closed	-$202K	–	56
2022 Q1	$202K	Buy	5,545 +15	+0.3%	+$544	0.17%	51
2021 Q4	$214K	Buy	5,530 +10	+0.2%	+$381	0.19%	50
2021 Q3	$202K	Buy	5,520 +5	+0.1%	+$183	0.17%	48
2021 Q2	$206K	Buy	+5,515	New	+$202K	0.17%	49