PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Marion Wealth Management  ·  17 quarters on record

This page tracks every 13F SEC filing in which Marion Wealth Management reported a position in INVESCO EXCHANGE TRADED FD T (PRF). 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
2.11% (2025 Q4)
Avg. % of fund
1.74%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 195,733 +2,349 +1.2% 2.11% $9.5M $46.92
2025 Q3 ADDED 193,384 +201 +0.1% 2.07% $8.7M $45.03
2025 Q2 ADDED 193,183 +37,790 +24.3% 2.04% $8.2M $41.92
2025 Q1 REDUCED 155,393 -3,973 -2.5% 1.68% $6.3M $39.91
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PRF price (monthly, adj. close)

Other funds also holding PRF

As of 2025 Q4 — sorted by position size

Arbor Investment Advisors, LLC 3Y 7Y 12.52% Boulder Wealth Advisors, LLC 9.68% Pinnacle Financial Group, LLC / IL 3Y 9.13% SAXON INTERESTS, INC. 3Y 8.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 7.29% Garrett Wealth Advisory Group, LLC 3Y 7Y 7.18% Montz Harcus Wealth Management LLC 3Y 5.95% Woodside Wealth Management LLC 5.94% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 5.92% Ted Buchan & Co 5.6%
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