Edge Financial Advisors LLC PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Edge Financial Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Edge Financial Advisors LLC reported INVESCO EXCHANGE TRADED FD T (PRF) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.15% in 2025 Q4. The latest visible filing shows PRF at 1.15% 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 PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Financial Advisors 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

PRF was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% 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
2024 Q1 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.

PRF stock page Edge Financial Advisors LLC fund profile Edge Financial Advisors LLC full holdings
How Edge Financial Advisors LLC held PRF — position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 29,364 +13,888 +89.7% 1.15% $1.1M 2026-01-28 $48.52
2025 Q3 REDUCED 11.5% +5.0% ❌ 15,476 -2,011 -11.5% 0.31% $700K 2025-10-31 $45.33
2025 Q2 REDUCED 37.5% +7.3% ❌ 17,487 -10,514 -37.5% 0.39% $742K 2025-07-24 $42.65
2025 Q1 REDUCED — — — 28,001 -1,097 -3.8% 0.71% $1.1M 2025-04-18 $37.14
2024 Q4 ADDED — — — 29,098 +130 +0.4% 1.05% $1.2M 2025-01-17 $40.71
2024 Q3 REDUCED — — — 28,968 -804 -2.7% 1.04% $1.2M 2024-10-25 $39.53
2024 Q1 INITIATED — — — 29,772 — — 1.01% $1.1M 2024-04-22 $35.72

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 14.16% Arbor Investment Advisors, LLC 3Y 7Y 12.55% BOYUM WEALTH ARCHITECTS LLC 11.22% Boulder Wealth Advisors, LLC 10.43% Berman McAleer LLC 10.19% Pinnacle Financial Group, LLC / IL 3Y 8.71% SAXON INTERESTS, INC. 3Y 8.25% Mowery & Schoenfeld Wealth Management, LLC 7.66% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.73% Woodside Wealth Management LLC 6.48%

FAQ About Edge Financial Advisors LLC and PRF

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

How long has Edge Financial Advisors LLC reported owning PRF?

Edge Financial Advisors LLC reported PRF across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PRF position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for PRF was 1.15% in 2025 Q4.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when Edge Financial Advisors LLC reported 29,364 shares, equal to 1.15% of portfolio, with an estimated market value of $1.1M.

What does the chart on this PRF ownership page compare?

The chart compares Edge Financial Advisors LLC's quarterly PRF 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.

How well did Edge Financial Advisors LLC time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Edge Financial Advisors LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on PRF relative to SPY over the holding period was -2.5%.

← Back to Edge Financial Advisors LLC Holdings