Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
95
shares
|
$4,087
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
90
shares
|
$3,872
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
77
shares
|
$3,313
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$3,012
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
61
shares
|
$2,624
0.0% of portfolio
|
Q1 2024
Reduced 81.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
50
shares
|
$2,151
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
34
shares
|
$1,463
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
32
shares
|
$1,376
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
26
shares
|
$1,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
25
shares
|
$1,075
0.0% of portfolio
|
Q1 2022
Reduced 24.24%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
10
shares
|
$430
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|