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Stonebridge Financial Planning Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-595
Closed -$21K – 441
2021
Q1 		$21K Buy
+595
New +$20.3K 0.01% 306

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonebridge Financial Planning Group's PRFZ Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2021, closing a stake of 595 shares — an estimated $21K sold.

Stonebridge Financial Planning Group first reported a position in PRFZ in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 190 funds tracked by Wall St. Rank hold PRFZ as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 595 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2021, an estimated $21K.
  • Stonebridge Financial Planning Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $21K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.