Cornerstone Planning Group
PRFZ icon

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
Q3 		– Sell
-97
Closed -$5.24K – 1287
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% -$1.96K ﹤0.01% 1008
2025
Q3 		$6.32K Buy
+140
New +$6.07K ﹤0.01% 889

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Cornerstone Planning Group's PRFZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2026, closing a stake of 97 shares — an estimated $5.24K sold.

Cornerstone Planning Group first reported a position in PRFZ in Q3 2025 and held it in 4 quarters. The position peaked at $6.32K in Q3 2025. 98 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 97 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $5.24K.
  • Cornerstone Planning Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.32K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.