JFS Wealth Advisors »

Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Invesco Exchange Traded Fd T ftse rafi 1500

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1500 held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1500 by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 56k 45.42
2025-06-30 $2.3M 57k 40.67
2025-03-31 $2.3M 60k 37.86
2024-12-31 $2.5M 61k 41.61
2024-09-30 $2.6M 64k 41.55
2024-06-30 $2.4M 64k 38.14
2024-03-31 $2.5M 64k 39.28
2023-12-31 $2.4M 64k 37.49
2023-09-30 $2.1M 65k 32.99
2023-06-30 $2.3M 13k 171.83
2023-03-31 $2.2M 13k 164.52
2022-12-31 $2.1M 14k 158.41
2022-09-30 $2.1M 14k 145.71
2022-06-30 $2.3M 15k 153.31
2022-03-31 $2.9M 16k 182.65
2021-12-31 $3.1M 16k 191.68
2021-09-30 $3.1M 17k 182.47
2021-06-30 $3.2M 17k 186.89
2021-03-31 $3.1M 18k 176.34
2020-12-31 $2.9M 19k 150.96
2020-09-30 $2.5M 22k 117.09
2020-06-30 $2.5M 22k 111.70
2020-03-31 $2.4M 26k 89.45
2019-12-31 $3.6M 26k 136.72
2019-09-30 $3.4M 27k 126.92
2019-06-30 $3.5M 28k 127.70
2019-03-31 $3.7M 29k 127.60
2018-12-31 $4.1M 36k 113.66
2018-09-30 $5.3M 37k 142.27
2018-06-30 $5.5M 40k 139.15

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

LPL Financial
Warren Averett Asset Management
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
First Foundation Advisors
Arbor Investment Advisors
Royal Bank of Canada
Stonebridge Financial Group
Wells Fargo & Company
H D Vest Advisory Services
Wealth Enhancement Advisory Services
Invesco
NFP Retirement
Baird Financial

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1500