SIM
PRFZ icon

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

Sonora Investment 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
2021
Q1 		– Sell
-175
Closed -$5K – 1774
2020
Q4 		$5K Buy
+175
New +$4.75K ﹤0.01% 1456

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Sonora Investment Management's PRFZ Position: Q1 2021 in Review

Sonora Investment Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2021, closing a stake of 175 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in PRFZ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 187 funds tracked by Wall St. Rank hold PRFZ as of Q1 2021.

  • Sonora Investment Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 175 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2021, an estimated $5K.
  • Sonora Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 1 quarter.
  • Sonora Investment Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.