CGC Financial Services
PRFZ icon

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
Q3 		$3.92K Hold
75
– – ﹤0.01% 271
2026
Q2 		$4.18K Hold
75
– – ﹤0.01% 268
2026
Q1 		$3.44K Buy
+75
New +$3.58K ﹤0.01% 267

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Sunrise Financial Services
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Perigon Wealth Management
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Albion Financial Group
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Verum Partners
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WealthBridge Capital Management
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CGC Financial Services's PRFZ Position: Q3 2026 in Review

CGC Financial Services held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 75 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

CGC Financial Services first reported a position in PRFZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.18K in Q2 2026. 96 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • CGC Financial Services held 75 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $3.92K as of Q3 2026.
  • CGC Financial Services 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 CGC Financial Services's portfolio in Q3 2026, its #271 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 3 quarters since.
  • CGC Financial Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4.18K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.