PRFZ

Invesco Ftse Rafi Us 1500 Sm

Latest period2024 - Q4Total superinvestors40

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 40 superinvestors own shares of Invesco Ftse Rafi Us 1500 Sm (PRFZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Ftse Rafi Us 1500 Sm (PRFZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Ftse Rafi Us 1500 Sm (PRFZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Ftse Rafi Us 1500 Sm (PRFZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.05%
0.11%
$53.067M
1.277M shares@ 41.56 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -2.3%
0.27%
$4.068M
97,756 shares@ 41.61 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Decreased -2.86%
0.25%
$2.91M
69,935 shares@ 41.61 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -3.65%
0.06%
$2.716M
65,267 shares@ 41.62 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Decreased -3.14%
0.3%
$1.779M
42,744 shares@ 41.62 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -11.86%
0.18%
$1.378M
33,163 shares@ 41.55 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Decreased -9.61%
0.06%
$835,113
20,070 shares@ 41.62 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -0.06%
0.05%
$505,645
12,152 shares@ 41.62 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Decreased -3.77%
0.18%
$407,861
9,802 shares@ 41.61 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -45.12%
0.03%
$235,929
5,670 shares@ 41.62 avg price