CI
PRFZ icon

Cordant Inc’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cordant Inc’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 		$6.58K Buy
+118
New +$6.01K ﹤0.01% 100
2025
Q1 		– Sell
-290
Closed -$12.1K – 116
2024
Q4 		$12.1K Hold
290
– – 0.01% 65
2024
Q3 		$12.1K Hold
290
– – 0.01% 60
2024
Q2 		$11.1K Hold
290
– – 0.01% 56
2024
Q1 		$11.4K Hold
290
– – 0.01% 56
2023
Q4 		$10.9K Hold
290
– – 0.01% 77
2023
Q3 		$9.57K Hold
290
– – 0.01% 61
2023
Q2 		$9.97K Hold
290
– – 0.01% 60
2023
Q1 		$9.54K Hold
290
– – 0.01% 61
2022
Q4 		$9.19K Sell
290
-75
-21% -$2.4K 0.01% 58
2022
Q3 		$11K Buy
+365
New +$11.9K 0.01% 51

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

Cordant Inc's PRFZ Position: Q2 2026 in Review

Cordant Inc opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 118 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #100 among its holdings. This is a return to the name: Cordant Inc previously reported a position in PRFZ as recently as Q4 2024.

Cordant Inc first reported a position in PRFZ in Q3 2022 and has held it in 11 quarters since. The position peaked at $12.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Cordant Inc held 118 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $6.58K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Cordant Inc position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Cordant Inc's portfolio in Q2 2026, its #100 holding.
  • Cordant Inc first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 11 quarters since.
  • Cordant Inc's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $12.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.