Cassaday & Co Wealth Management
PRFZ icon

Cassaday & Co Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Hold
443
– – ﹤0.01% 793
2026
Q2 		$24.7K Hold
443
– – ﹤0.01% 739
2026
Q1 		$20.3K Buy
+443
New +$21.1K ﹤0.01% 782

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Cassaday & Co Wealth Management's PRFZ Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 443 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Cassaday & Co Wealth Management first reported a position in PRFZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.7K in Q2 2026. 123 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Cassaday & Co Wealth Management held 443 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $23.2K as of Q3 2026.
  • Cassaday & Co Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #793 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $24.7K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.