PRFZ — INVESCO EXCHANGE TRADED FD T

Ownership history in FIRST FOUNDATION ADVISORS  ·  15 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS 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
1.73% (2024 Q4)
Avg. % of fund
1.07%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 775,511 -29,690 -3.7% 1.34% $35.6M $45.89
2025 Q3 REDUCED 805,201 -125,074 -13.4% 1.35% $36.6M $45.31
2025 Q2 REDUCED 930,275 -83,499 -8.2% 1.40% $37.8M $40.47
2025 Q1 REDUCED 1,013,774 -92,128 -8.3% 1.56% $38.4M $37.57
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Verum Partners LLC 3Y 1.34% Arlington Financial Advisors, LLC 3Y 7Y 1.07% Whipplewood Advisors, LLC 0.84% WCG Wealth Advisors LLC 3Y 0.81%
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