PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Efficient Frontier Advisors LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in INVESCO EXCHANGE TRADED FD T (PRF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2023 Q4)
Avg. % of fund
0.19%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 6,793 +28 +0.4% 0.18% $276K $41.92
2025 Q1 ADDED 6,765 +31 +0.5% 0.17% $256K $39.91
2024 Q4 ADDED 6,734 +33 +0.5% 0.19% $280K $39.65
2024 Q3 ADDED 6,701 +31 +0.5% 0.18% $278K $39.74
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% of Fund (quarterly)    PRF price (monthly, adj. close)

Other funds also holding PRF

As of 2025 Q4 — sorted by position size

Arbor Investment Advisors, LLC 3Y 7Y 12.52% Boulder Wealth Advisors, LLC 9.68% Pinnacle Financial Group, LLC / IL 3Y 9.13% SAXON INTERESTS, INC. 3Y 8.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 7.29% Garrett Wealth Advisory Group, LLC 3Y 7Y 7.18% Montz Harcus Wealth Management LLC 3Y 5.95% Woodside Wealth Management LLC 5.94% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 5.92% Ted Buchan & Co 5.6%
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