PRFZ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Ducere Wealth Management LLC  Β·  1 quarter on record

AI Ownership Summary

Ducere Wealth Management LLC reported INVESCO EXCHANGE TRADED FD T (PRFZ) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2025 Q4. The latest visible filing shows PRFZ at 2.56% 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 Ducere Wealth Management 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
2025 Q4

PRFZ was reported at 2.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How Ducere Wealth Management LLC held PRFZ β€” position size vs. price
% of Fund (quarterly)    PRFZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 141,583 β€” β€” 2.56% $6.5M 2026-02-14 (Est.) $48.35

FAQ About Ducere Wealth Management 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 Ducere Wealth Management LLC reported owning PRFZ?

Ducere Wealth Management LLC reported PRFZ across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported PRFZ position in Ducere Wealth Management LLC's portfolio?

The largest reported portfolio weight for PRFZ was 2.56% in 2025 Q4.

What is the latest reported PRFZ position on this page?

The most recent filing on this page is 2025 Q4, when Ducere Wealth Management LLC reported 141,583 shares, equal to 2.56% of portfolio, with an estimated market value of $6.5M.

What does the chart on this PRFZ ownership page compare?

The chart compares Ducere Wealth Management 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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