Wealthspire Advisors (New York)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PRFZ Stock Details PRFZ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.33M	Hold
2025 Q2	$3.87M	Sell
2025 Q1	$3.69M	Sell
2024 Q4	$4.09M	Buy
2024 Q3	$3.87M	Buy
2024 Q2	$361K	Buy
2024 Q1	$208K	Sell
2023 Q4	$250K	Buy