Advance Capital Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Advance Capital Management, Inc.

$1.38 Billion
Q4 2025

A detailed history of Advance Capital Management, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Advance Capital Management, Inc. holds 16,680 shares of PRFZ stock, worth $740,258. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,680

Previous 14,570 14.48%

Holding current value

$740,258

Previous $661,000 11.95%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$43.97 - $46.55 $92,776 - $98,220	2,110 Added 14.48%	16,680 $740,000
Q3 2025 Oct 10, 2025	BUY	$40.68 - $46.33 $43,405 - $49,434	1,067 Added 7.9%	14,570 $661,000
Q2 2025 Jul 08, 2025	BUY	$33.13 - $40.67 $1,093 - $1,342	33 Added 0.24%	13,503 $549,000
Q1 2025 Apr 09, 2025	SELL	$37.35 - $43.35 $3,361 - $3,901	-90 Reduced 0.66%	13,470 $510,000
Q4 2024 Jan 06, 2025	BUY	$40.82 - $45.39 $2,898 - $3,222	71 Added 0.53%	13,560 $564,000

Q3 2024 Oct 07, 2024	BUY	$37.68 - $42.0 $1,507 - $1,680	40 Added 0.3%	13,489 $560,000
Q2 2024 Jul 08, 2024	SELL	$36.18 - $39.61 $111,977 - $122,592	-3,095 Reduced 18.71%	13,449 $512,000
Q1 2024 Apr 04, 2024	BUY	$35.39 - $39.28 $585,492 - $649,848	16,544 New	16,544 $649,000

Others Institutions Holding PRFZ

# of Institutions

326

Shares Held

23.4M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Advance Capital Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History