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

TCI Wealth Advisors’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	-235	Closed	-$7.73K	–	1702
2023 Q1	$7.73K	Hold	235	–	–	﹤0.01%	1239
2022 Q4	$7.45K	Hold	235	–	–	﹤0.01%	1271
2022 Q3	$7K	Hold	235	–	–	﹤0.01%	1280
2022 Q2	$7K	Buy	+235	New	+$7.82K	﹤0.01%	1272
2019 Q1	–	Sell	-165	Closed	-$4K	–	1508
2018 Q4	$4K	Buy	+165	New	+$4.19K	﹤0.01%	839
2018 Q1	–	Sell	-120	Closed	-$3K	–	1417
2017 Q4	$3K	Buy	+120	New	+$3.07K	﹤0.01%	928

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

TCI Wealth Advisors's PRFZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2023, closing a stake of 235 shares — an estimated $7.73K sold.

TCI Wealth Advisors first reported a position in PRFZ in Q4 2017 and held it in 6 quarters. The position peaked at $7.73K in Q1 2023. 224 funds tracked by Wall St. Rank hold PRFZ as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 235 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2023, an estimated $7.73K.
TCI Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 6 quarters.
TCI Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $7.73K in Q1 2023.
224 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.