Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.27% |
$99.4 - $122
|
1.1K
$49K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.22% |
$66.3 - $81.3
|
911
$40.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$33.1 - $40.7
|
1.56K
$69.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$33.1 - $40.7
|
391
$17.5K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$33.1 - $40.7
|
241
$10.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.1 - $40.7
|
169
$7.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.21% |
$33.1 - $40.7
|
476
$21.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.54% |
$166 - $203
|
919
$41K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 2.78% |
$398 - $488
|
420
$18.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.11% |
$663 - $813
|
18.8K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-35- 0.61% |
$1.16K - $1.42K
|
5.69K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-35- 13.46% |
$1.16K - $1.42K
|
225
$10K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48- 0.53% |
$1.59K - $1.95K
|
9.01K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 0.12% |
$2.45K - $3.01K
|
59.7K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 0.19% |
$3.05K - $3.74K
|
47.6K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 0.44% |
$3.78K - $4.64K
|
25.6K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-126- 0.73% |
$4.17K - $5.12K
|
17.2K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-128- 27.89% |
$4.24K - $5.21K
|
331
$14.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-138- 1.3% |
$4.57K - $5.61K
|
10.4K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-143- 93.46% |
$4.74K - $5.82K
|
10
$446
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164- 0.52% |
$5.43K - $6.67K
|
31.6K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-166- 1.72% |
$5.5K - $6.75K
|
9.48K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 62.96% |
$5.63K - $6.91K
|
100
$4.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-174- 3.18% |
$5.76K - $7.08K
|
5.29K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-174- 3.19% |
$5.76K - $7.08K
|
5.28K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-178- 0.7% |
$5.9K - $7.24K
|
25.2K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-189- 1.34% |
$6.26K - $7.69K
|
13.9K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-198- 3.36% |
$6.56K - $8.05K
|
5.7K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.47% |
$6.63K - $8.13K
|
5.57K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 2.92% |
$7.12K - $8.74K
|
7.15K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-231- 0.19% |
$7.65K - $9.39K
|
124K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.3% |
$7.75K - $9.52K
|
6.87K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-243- 3.19% |
$8.05K - $9.88K
|
7.37K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-244- 3.43% |
$8.08K - $9.92K
|
6.87K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-278- 3.44% |
$9.21K - $11.3K
|
7.8K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-280- 3.72% |
$9.28K - $11.4K
|
7.24K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-284- 5.25% |
$9.41K - $11.6K
|
5.13K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-285- 4.87% |
$9.44K - $11.6K
|
5.56K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-297- 17.2% |
$9.84K - $12.1K
|
1.43K
$63.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-335- 3.13% |
$11.1K - $13.6K
|
10.4K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-359- 4.91% |
$11.9K - $14.6K
|
6.96K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-376- 1.54% |
$12.5K - $15.3K
|
24K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-393- 2.2% |
$13K - $16K
|
17.5K
$782K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-402- 3.33% |
$13.3K - $16.3K
|
11.7K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-413- 17.96% |
$13.7K - $16.8K
|
1.89K
$84.2K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-461- 4.06% |
$15.3K - $18.7K
|
10.9K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-569- 9.9% |
$18.9K - $23.1K
|
5.18K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-573- 4.92% |
$19K - $23.3K
|
11.1K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-659- 8.43% |
$21.8K - $26.8K
|
7.16K
$320K
|