PRFZ — 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 (PRFZ). 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
0.23% (2024 Q1)
Avg. % of fund
0.21%
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 7,762 +20 +0.3% 0.21% $328K $40.47
2025 Q1 ADDED 7,742 +9 +0.1% 0.20% $313K $37.57
2024 Q4 ADDED 7,733 +42 +0.5% 0.21% $312K $41.25
2024 Q3 ADDED 7,691 +25 +0.3% 0.20% $312K $40.96
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% of Fund (quarterly)    PRFZ price (monthly, adj. close)

Other funds also holding PRFZ

As of 2025 Q4 — sorted by position size

Johnson & White Wealth Management, LLC 3Y 5.09% Arbor Investment Advisors, LLC 3Y 7Y 4.73% Traction Financial Partners, LLC 3.46% Three Bridge Wealth Advisors, LLC 3Y 3.22% Ducere Wealth Management LLC 2.56% Sound Stewardship, LLC 1.7% FIRST FOUNDATION ADVISORS 3Y 7Y 1.34% Verum Partners LLC 3Y 1.34% Arlington Financial Advisors, LLC 3Y 7Y 1.07% Whipplewood Advisors, LLC 0.84%
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