FIRST FOUNDATION ADVISORS PRFZ — INVESCO EXCHANGE TRADED FD T

Ownership history in FIRST FOUNDATION ADVISORS  ·  16 quarters on record

AI Ownership Summary

FIRST FOUNDATION ADVISORS reported INVESCO EXCHANGE TRADED FD T (PRFZ) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.73% in 2024 Q4. The latest visible filing shows PRFZ at 1.40% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRFZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST FOUNDATION ADVISORS'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 Q1

PRFZ was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 FIRST FOUNDATION ADVISORS fund profile FIRST FOUNDATION ADVISORS full holdings
How FIRST FOUNDATION ADVISORS 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 758,912 -16,599 -2.1% 1.40% $34.8M 2026-05-04 $50.50
2025 Q4 REDUCED — — — 775,511 -29,690 -3.7% 1.34% $35.6M 2026-02-04 $47.81
2025 Q3 REDUCED 13.4% +2.8% ❌ 805,201 -125,074 -13.4% 1.35% $36.6M 2025-11-17 $43.30
2025 Q2 REDUCED 8.2% +12.0% ❌ 930,275 -83,499 -8.2% 1.40% $37.8M 2025-08-14 $42.86
2025 Q1 REDUCED 8.3% +7.7% ❌ 1,013,774 -92,128 -8.3% 1.56% $38.4M 2025-05-08 $37.95
2024 Q4 ADDED — — — 1,105,902 +52,016 +4.9% 1.73% $46.0M 2025-02-13 $42.50
2024 Q3 ADDED — — — 1,053,886 +26,812 +2.6% 1.65% $43.8M 2024-11-14 $42.67
2024 Q2 ADDED — — — 1,027,074 +182,834 +21.7% 1.50% $39.2M 2024-08-06 $37.62
2024 Q1 ADDED — — — 844,240 +292,829 +53.1% 1.33% $33.2M 2024-05-10 $37.85
2023 Q4 ADDED — — — 551,411 +33,983 +6.6% 0.94% $20.7M 2024-02-14 $36.34
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRFZ

As of 2026 Q1 — sorted by position size

Johnson & White Wealth Management, LLC 3Y 5.13% Arbor Investment Advisors, LLC 3Y 7Y 4.8% Sunrise Financial Services, LLC 3.23% Stonebridge Financial Group, LLC 2.88% Sound Stewardship, LLC 1.59% Verum Partners LLC 3Y 1.25% EQ WEALTH ADVISORS, LLC 1.21% Arlington Financial Advisors, LLC 3Y 7Y 1.02% WealthBridge Capital Management, LLC 3Y 7Y 0.81% Whipplewood Advisors, LLC 0.67%

FAQ About FIRST FOUNDATION ADVISORS and PRFZ

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

How long has FIRST FOUNDATION ADVISORS reported owning PRFZ?

FIRST FOUNDATION ADVISORS reported PRFZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRFZ position in FIRST FOUNDATION ADVISORS's portfolio?

The largest reported portfolio weight for PRFZ was 1.73% in 2024 Q4.

What is the latest reported PRFZ position on this page?

The most recent filing on this page is 2026 Q1, when FIRST FOUNDATION ADVISORS reported 758,912 shares, equal to 1.40% of portfolio, with an estimated market value of $34.8M.

What does the chart on this PRFZ ownership page compare?

The chart compares FIRST FOUNDATION ADVISORS'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.

How well did FIRST FOUNDATION ADVISORS time their PRFZ position?

Based on 13F filing dates vs. subsequent PRFZ price moves, FIRST FOUNDATION ADVISORS correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on PRFZ relative to SPY over the holding period was -4.4%.

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