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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
Q2 		$5.24K Hold
97
– – ﹤0.01% 1072
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cornerstone Planning Group's PRFZ Position: Q2 2026 in Review

Cornerstone Planning Group held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 97 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Cornerstone Planning Group first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.32K in Q3 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Cornerstone Planning Group held 97 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $5.24K as of Q2 2026.
  • Cornerstone Planning Group 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 Cornerstone Planning Group's portfolio in Q2 2026, its #1072 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 4 quarters since.
  • Cornerstone Planning Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.32K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.