Syverson Strege & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-1,580	Closed	-$52K	–	473
2023 Q1	$52K	Hold	1,580	–	–	0.02%	120
2022 Q4	$50.1K	Hold	1,580	–	–	0.02%	125
2022 Q3	$46K	Buy	1,580 +5	+0.3%	+$163	0.02%	121
2022 Q2	$48K	Sell	1,575 -270	-15%	-$8.99K	0.02%	128
2022 Q1	$67K	Hold	1,845	–	–	0.07%	106
2021 Q4	$71K	Sell	1,845 -315	-15%	-$12K	0.05%	110
2021 Q3	$79K	Sell	2,160 -560	-21%	-$20.5K	0.06%	106
2021 Q2	$102K	Sell	2,720 -31,965	-92%	-$1.17M	0.09%	92
2021 Q1	$1.22M	Sell	34,685 -2,490	-7%	-$85K	1.27%	13
2020 Q4	$1.12M	Buy	+37,175	New	+$1.01M	1.07%	16

Other funds holding PRFZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Syverson Strege & Co's PRFZ Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2023, closing a stake of 1,580 shares — an estimated $52K sold.

Syverson Strege & Co first reported a position in PRFZ in Q4 2020 and held it in 10 quarters. The position peaked at $1.22M in Q1 2021. 224 funds tracked by Wall St. Rank hold PRFZ as of Q2 2023.

Syverson Strege & Co reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,580 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2023, an estimated $52K.
Syverson Strege & Co first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.22M in Q1 2021.
224 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.