Martin Capital Partners, LLC PRFZ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Martin Capital Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Martin Capital Partners, LLC reported INVESCO EXCHANGE TRADED FD T (PRFZ) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows PRFZ at 0.09% 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.

What this PRFZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Martin Capital Partners, LLC'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 Q2

PRFZ was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

How Martin Capital Partners, LLC held PRFZ β€” position size vs. price
% of Fund (quarterly)    PRFZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 4,273 β€” β€” 0.09% $238K 2026-07-07 $54.65

FAQ About Martin Capital Partners, LLC and PRFZ

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

How long has Martin Capital Partners, LLC reported owning PRFZ?

Martin Capital Partners, LLC reported PRFZ across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported PRFZ position in Martin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for PRFZ was 0.09% in 2026 Q2.

What is the latest reported PRFZ position on this page?

The most recent filing on this page is 2026 Q2, when Martin Capital Partners, LLC reported 4,273 shares, equal to 0.09% of portfolio, with an estimated market value of $238K.

What does the chart on this PRFZ ownership page compare?

The chart compares Martin Capital Partners, LLC'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.

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