Purchases and Sales Made in Q1 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
10.2K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$37.4 - $43.4
|
909
$36K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
11.4K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
13.2K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17- 0.75% |
$635 - $737
|
2.26K
$89.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-28- 0.48% |
$1.05K - $1.21K
|
5.77K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 15.15% |
$1.12K - $1.3K
|
168
$6.65K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 22.3% |
$1.16K - $1.34K
|
108
$4.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.53% |
$1.34K - $1.56K
|
6.81K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.46K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.47K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-60- 0.34% |
$2.24K - $2.6K
|
17.5K
$691K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.09% |
$2.54K - $2.95K
|
76K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80- 0.66% |
$2.99K - $3.47K
|
12.1K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81- 1.05% |
$3.03K - $3.51K
|
7.61K
$301K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 54.55% |
$3.36K - $3.9K
|
75
$2.97K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-90- 0.66% |
$3.36K - $3.9K
|
13.5K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-105- 3.91% |
$3.92K - $4.55K
|
2.58K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 13.33% |
$3.96K - $4.6K
|
689
$27.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-112- 1.05% |
$4.18K - $4.86K
|
10.6K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-113- 0.79% |
$4.22K - $4.9K
|
14.1K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-116- 20.17% |
$4.33K - $5.03K
|
459
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-122- 1.25% |
$4.56K - $5.29K
|
9.65K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 1.31% |
$4.67K - $5.42K
|
9.43K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.5% |
$5.27K - $6.11K
|
27.8K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-143- 11.55% |
$5.34K - $6.2K
|
1.1K
$43.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-156- 3.99% |
$5.83K - $6.76K
|
3.76K
$149K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 0.36% |
$6.5K - $7.54K
|
47.7K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-179- 1.37% |
$6.69K - $7.76K
|
12.9K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-186- 1.06% |
$6.95K - $8.06K
|
17.3K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-250- 3.41% |
$9.34K - $10.8K
|
7.08K
$280K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 3.41% |
$9.64K - $11.2K
|
7.32K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-313- 2.62% |
$11.7K - $13.6K
|
11.7K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-325- 3.43% |
$12.1K - $14.1K
|
9.16K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-397- 1.52% |
$14.8K - $17.2K
|
25.7K
$1.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-418- 25.55% |
$15.6K - $18.1K
|
1.22K
$48.2K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-435- 5.47% |
$16.2K - $18.9K
|
7.52K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-445- 47.04% |
$16.6K - $19.3K
|
501
$19.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-464- 1.09% |
$17.3K - $20.1K
|
42.3K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-533- 8.29% |
$19.9K - $23.1K
|
5.9K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-732- 0.11% |
$27.3K - $31.7K
|
676K
$26.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-826- 9.56% |
$30.9K - $35.8K
|
7.82K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 7.58% |
$31.7K - $36.8K
|
10.4K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-863- 0.88% |
$32.2K - $37.4K
|
97.5K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-886- 3.52% |
$33.1K - $38.4K
|
24.3K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 3.09% |
$37.8K - $43.8K
|
31.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 4.08% |
$38.7K - $44.9K
|
24.4K
$964K
|