Avidian Wealth Enterprises, LLC PRFZ — INVESCO EXCHANGE TRADED FD T

Ownership history in Avidian Wealth Enterprises, LLC  ·  6 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported INVESCO EXCHANGE TRADED FD T (PRFZ) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows PRFZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRFZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PRFZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRFZ stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held PRFZ — position size vs. price
% of Fund (quarterly)    PRFZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,961 — 0% 0.01% $260K 2026-10-08 $52.82
2026 Q2 UNCHANGED — — — 4,961 — 0% 0.01% $277K 2026-07-24 $53.31
2026 Q1 UNCHANGED — — — 4,961 — 0% 0.01% $228K 2026-05-07 $50.87
2025 Q4 UNCHANGED — — — 4,961 — 0% 0.01% $228K 2026-02-02 $47.83
2025 Q3 UNCHANGED — — — 4,961 — 0% 0.01% $225K 2025-10-30 $44.75
2025 Q2 INITIATED — — — 4,961 — — 0.01% $202K 2025-07-30 $41.44

🏢 Other funds also holding PRFZ

As of 2026 Q3 — sorted by position size

Stonebridge Financial Group, LLC 2.55% Breakwater Capital Group 3Y 0.37% Boston Standard Wealth Management, LLC 3Y 7Y 0.3% Invariant Investment Management 0.25% Legacy Private Trust Co. 3Y 7Y 0.15% Marquette Asset Management, LLC 3Y 7Y 0.13% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 0.1% Martin Capital Partners, LLC 3Y 7Y 0.08% Wealth Enhancement Trust Services, Inc. 0.02% Wedmont Private Capital 3Y 0.01%

FAQ About Avidian Wealth Enterprises, LLC and PRFZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avidian Wealth Enterprises, LLC reported owning PRFZ?

Avidian Wealth Enterprises, LLC reported PRFZ across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported PRFZ position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for PRFZ was 0.01% in 2025 Q3.

What is the latest reported PRFZ position on this page?

The most recent filing on this page is 2026 Q3, when Avidian Wealth Enterprises, LLC reported 4,961 shares, equal to 0.01% of portfolio, with an estimated market value of $260K.

What does the chart on this PRFZ ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly PRFZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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