Regal Investment Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Regal Investment Advisors LLC

$1.46 Billion
Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Regal Investment Advisors LLC holds 170,909 shares of PRFZ stock, worth $7.58 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

170,909

Previous 167,645 1.95%

Holding current value

$7.58 Million

Previous $6.82 Million 13.85%

% of portfolio

0.53%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$40.68 - $46.33 $132,779 - $151,221	3,264 Added 1.95%	170,909 $7.76 Million
Q2 2025 Aug 11, 2025	BUY	$33.13 - $40.67 $143,883 - $176,629	4,343 Added 2.66%	167,645 $6.82 Million
Q1 2025 May 12, 2025	BUY	$37.35 - $43.35 $511,097 - $593,201	13,684 Added 9.15%	163,302 $6.18 Million
Q4 2024 Feb 13, 2025	BUY	$40.82 - $45.39 $372,564 - $414,274	9,127 Added 6.5%	149,618 $6.23 Million
Q3 2024 Nov 12, 2024	BUY	$37.68 - $42.0 $356,867 - $397,782	9,471 Added 7.23%	140,491 $5.84 Million

Q2 2024 Aug 14, 2024	BUY	$36.18 - $39.61 $189,402 - $207,358	5,235 Added 4.16%	131,020 $5 Million
Q1 2024 May 15, 2024	BUY	$35.39 - $39.28 $4.45 Million - $4.94 Million	125,785 New	125,785 $4.94 Million

Others Institutions Holding PRFZ

# of Institutions

327

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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Regal Investment Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History