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CGC Financial Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

CGC Financial Services’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
Q2 		$4.18K Hold
75
– – ﹤0.01% 268
2026
Q1 		$3.44K Buy
+75
New +$3.58K ﹤0.01% 267

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CGC Financial Services's PRFZ Position: Q2 2026 in Review

CGC Financial Services held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 75 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

CGC Financial Services first reported a position in PRFZ in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • CGC Financial Services held 75 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.18K as of Q2 2026.
  • CGC Financial Services left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #268 holding.
  • CGC Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.