Strategic Wealth Partners’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
2025
Q3
$14.5K Hold
2025
Q2
$13K Buy
2019
Q4
Sell
2019
Q3
$841 Sell
2019
Q2
$988K Sell
2019
Q1
$1.41M Sell
2018
Q4
$1.62M Sell
2018
Q3
$1.88M Sell
2018
Q2
$1.85M Sell
2018
Q1
$2.55M Buy