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

Ten Capital 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 Q1	–	Sell	-690	Closed	-$21.9K	–	643
2022 Q4	$21.9K	Hold	690	–	–	0.01%	255
2022 Q3	$20K	Hold	690	–	–	0.01%	244
2022 Q2	$21K	Hold	690	–	–	0.01%	205
2022 Q1	$25K	Hold	690	–	–	0.01%	196
2021 Q4	$26K	Sell	690 -665	-49%	-$25.3K	0.01%	199
2021 Q3	$49K	Hold	1,355	–	–	0.02%	133
2021 Q2	$51K	Buy	+1,355	New	+$49.7K	0.01%	183

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

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

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's PRFZ Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2023, closing a stake of 690 shares — an estimated $21.9K sold.

Ten Capital Wealth Advisors first reported a position in PRFZ in Q2 2021 and held it in 7 quarters. The position peaked at $51K in Q2 2021. 222 funds tracked by Wall St. Rank hold PRFZ as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 690 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2023, an estimated $21.9K.
Ten Capital Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $51K in Q2 2021.
222 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.