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Cornerstone Planning Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cornerstone Planning Group’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
Q1 		$4.97K Hold
97
– – ﹤0.01% 1086
2025
Q4 		$4.68K Sell
97
-43
-31% -$1.97K ﹤0.01% 1008
2025
Q3 		$6.32K Buy
+140
New +$6.07K ﹤0.01% 889

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Cornerstone Planning Group's PRFZ Position: Q1 2026 in Review

Cornerstone Planning Group held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 97 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Cornerstone Planning Group first reported a position in PRFZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.32K in Q3 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Cornerstone Planning Group held 97 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.97K as of Q1 2026.
  • Cornerstone Planning Group left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1086 holding.
  • Cornerstone Planning Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.32K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.