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.
| 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 |
| 2024 Q4 | ADDED | 1,105,902 | +52,016 | +4.9% | 1.73% | $46.0M | $41.25 |
| 2024 Q3 | ADDED | 1,053,886 | +26,812 | +2.6% | 1.65% | $43.8M | $40.96 |
| 2024 Q2 | ADDED | 1,027,074 | +182,834 | +21.7% | 1.50% | $39.2M | $37.48 |
| 2024 Q1 | ADDED | 844,240 | +292,829 | +53.1% | 1.33% | $33.2M | $38.44 |
| 2023 Q4 | ADDED | 551,411 | +33,983 | +6.6% | 0.94% | $20.7M | $36.61 |
| 2023 Q3 | ADDED | 517,428 | +422,983 | +447.9% | 0.80% | $17.1M | $32.11 |
As of 2025 Q4 — sorted by position size