Purchases and Sales Made in Q2 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

PRFZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q2 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
Aug 12, 2025 Q2 2025
Cornerstone Wealth Management, LLC

BUY
 -
2.11K
+ 1.63%
$69.9K - $85.9K
132K $5.89M
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
2.01K
+ 13.81%
$66.7K - $81.9K
16.6K $741K
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
1.92K
+ 99.74%
$63.4K - $77.9K
3.84K $171K
Aug 14, 2025 Q2 2025
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.85K
+ 20.42%
$61.3K - $75.2K
10.9K $487K
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
1.73K
New
$57.4K - $70.4K
1.73K $77.3K
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.7K
+ 0.58%
$56.3K - $69.1K
297K $13.3M
Jul 29, 2025 Q2 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
1.59K
New
$52.6K - $64.5K
1.59K $70.8K
Jul 31, 2025 Q2 2025
Brighton Jones LLC

BUY
 -
1.52K
+ 6.26%
$50.4K - $61.8K
25.8K $1.15M
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
1.49K
+ 4.87%
$49.2K - $60.4K
32K $1.43M
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
1.28K
+ 27.77%
$42.5K - $52.2K
5.91K $264K
Aug 13, 2025 Q2 2025
Cerity Partners LLC

New York, NY
BUY
 -
1.2K
+ 0.92%
$39.7K - $48.7K
132K $5.89M
Jul 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
1.04K
+ 29.03%
$34.6K - $42.5K
4.64K $207K
Aug 19, 2025 Q2 2025
Advisory Services Network, LLC

BUY
 -
1.02K
+ 2.5%
$33.9K - $41.6K
41.9K $1.87M
Aug 11, 2025 Q2 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1K
+ 36.12%
$33.2K - $40.8K
3.78K $169K
Aug 05, 2025 Q2 2025
Bank Of Montreal

Toronto, A6
BUY
 -
968
+ 21.39%
$32.1K - $39.4K
5.49K $245K
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
959
+ 14.3%
$31.8K - $39K
7.67K $342K
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
769
+ 5.27%
$25.5K - $31.3K
15.4K $686K
Jul 25, 2025 Q2 2025
Sequoia Financial Advisors, LLC

BUY
 -
739
+ 4.76%
$24.5K - $30.1K
16.3K $726K
Aug 14, 2025 Q2 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
614
+ 10.5%
$20.3K - $25K
6.46K $288K
Jul 15, 2025 Q2 2025
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
606
+ 0.59%
$20.1K - $24.6K
104K $4.63M
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
598
+ 61.27%
$19.8K - $24.3K
1.57K $70.3K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
581
+ 47.7%
$19.2K - $23.6K
1.8K $80.3K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
515
New
$17.1K - $20.9K
515 $23K
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
487
+ 463.81%
$16.1K - $19.8K
592 $26.4K
Jul 10, 2025 Q2 2025
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
485
New
$16.1K - $19.7K
485 $21.7K
Aug 05, 2025 Q2 2025
Plante Moran Financial Advisors, LLC

BUY
 -
455
+ 38.92%
$15.1K - $18.5K
1.62K $72.5K
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
385
+ 17.01%
$12.8K - $15.7K
2.65K $118K
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
328
+ 32.96%
$10.9K - $13.3K
1.32K $59.1K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
320
New
$10.6K - $13K
320 $14.3K
Aug 15, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
276
+ 1.36%
$9.14K - $11.2K
20.6K $920K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
275
New
$9.11K - $11.2K
275 $12.3K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
250
New
$8.28K - $10.2K
250 $11.2K
Jul 29, 2025 Q2 2025
Crewe Advisors LLC

BUY
 -
238
New
$7.88K - $9.68K
238 $10.6K
Jul 29, 2025 Q2 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
183
New
$6.06K - $7.44K
183 $8.17K
Aug 14, 2025 Q2 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
171
+ 22.56%
$5.67K - $6.95K
929 $41.5K
Jul 16, 2025 Q2 2025
Prairiewood Capital, LLC

BUY
 -
86
+ 0.87%
$2.85K - $3.5K
9.99K $446K
Jul 24, 2025 Q2 2025
Financial Connections Group, Inc.

BUY
 -
85
New
$2.82K - $3.46K
85 $3.79K
Jul 09, 2025 Q2 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
45
+ 0.11%
$1.49K - $1.83K
39.7K $1.77M
Jul 08, 2025 Q2 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
33
+ 0.24%
$1.09K - $1.34K
13.5K $603K
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
25
+ 0.54%
$828 - $1.02K
4.68K $209K
Aug 15, 2025 Q2 2025
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
23
+ 0.11%
$762 - $935
20.6K $920K
Jul 09, 2025 Q2 2025
Efficient Frontier Advisors LLC

Eastford, CT
BUY
 -
20
+ 0.26%
$663 - $813
7.76K $346K
Jul 15, 2025 Q2 2025
Sightline Wealth Advisors, LLC

BUY
 -
15
+ 0.26%
$497 - $610
5.8K $259K
Aug 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
14
+ 0.2%
$464 - $569
6.96K $311K
Jul 29, 2025 Q2 2025
Forvis Wealth Advisors, LLC

BUY
 -
8
+ 0.03%
$265 - $325
27.8K $1.24M
Aug 14, 2025 Q2 2025
Stifel Financial Corp

St. Louis, MO
BUY
 -
7
+ 0.09%
$232 - $285
8.17K $365K
Aug 04, 2025 Q2 2025
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
4
+ 0.04%
$133 - $163
10.2K $454K
Jul 16, 2025 Q2 2025
Essex Financial Services, Inc.

BUY
 -
4
+ 0.04%
$133 - $163
11.4K $509K
Aug 12, 2025 Q2 2025
Tradition Wealth Management, LLC

BUY
 -
3
+ 0.02%
$99.4 - $122
13.2K $588K

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