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

V 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
2022 Q1	–	Sell	-15,725	Closed	-$603K	–	467
2021 Q4	$603K	Buy	+15,725	New	+$599K	0.09%	223
2021 Q3	–	Sell	-17,710	Closed	-$662K	–	561
2021 Q2	$662K	Sell	17,710 -25	-0.1%	-$916	0.11%	218
2021 Q1	$625K	Buy	+17,735	New	+$605K	0.11%	203
2017 Q3	–	Sell	-185	Closed	-$4K	–	577
2017 Q2	$4K	Buy	+185	New	+$4.33K	﹤0.01%	685
2017 Q1	–	Sell	-15,470	Closed	-$355K	–	201
2016 Q4	$355K	Sell	15,470 -85	-0.5%	-$1.86K	0.26%	114
2016 Q3	$329K	Buy	15,555 +4,025	+35%	+$83K	0.27%	112
2016 Q2	$224K	Sell	11,530 -28,045	-71%	-$540K	0.18%	145
2016 Q1	$746K	Buy	+39,575	New	+$696K	0.6%	54

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

AIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

V Wealth Advisors's PRFZ Position: Q1 2022 in Review

V Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2022, closing a stake of 15,725 shares — an estimated $603K sold.

V Wealth Advisors first reported a position in PRFZ in Q1 2016 and held it in 8 quarters. The position peaked at $746K in Q1 2016. 191 funds tracked by Wall St. Rank hold PRFZ as of Q1 2022.

V Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 15,725 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2022, an estimated $603K.
V Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2016 and held it in 8 quarters.
V Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $746K in Q1 2016.
191 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.