PRFZ — INVESCO EXCHANGE TRADED FD T

Ownership history in Johnson & White Wealth Management, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Johnson & White Wealth Management, 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
7.36% (2024 Q3)
Avg. % of fund
4.93%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 254,833 +17,523 +7.4% 5.09% $11.7M $45.89
2025 Q3 ADDED 237,310 +5,427 +2.3% 4.94% $10.8M $45.31
2025 Q2 ADDED 231,883 +2,289 +1.0% 4.75% $9.4M $40.47
2025 Q1 ADDED 229,594 +9,922 +4.5% 4.88% $8.7M $37.57
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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

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% WCG Wealth Advisors LLC 3Y 0.81%
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