PRF β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Pinnacle Financial Group, LLC / IL  Β·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported INVESCO EXCHANGE TRADED FD T (PRF) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 13.41% in 2023 Q4. The latest visible filing shows PRF at 9.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL'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
2025 Q4

PRF was reported at 9.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.41% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

PRF stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held PRF β€” position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 670,384 -17,902 -2.6% 9.13% $31.5M 2026-02-14 (Est.) $49.36
2025 Q3 ADDED 688,286 +5,316 +0.8% 9.41% $31.1M 2025-11-12 $46.00
2025 Q2 REDUCED 682,970 -9,929 -1.4% 9.66% $28.9M 2025-08-11 $42.22
2025 Q1 REDUCED 692,899 -9,973 -1.4% 10.17% $28.0M 2025-05-15 $40.27
2024 Q4 REDUCED 702,872 -7,962 -1.1% 11.11% $28.4M 2025-02-18 $41.60
2024 Q3 REDUCED 710,834 -31,472 -4.2% 11.32% $28.9M 2024-11-12 $40.89
2024 Q2 ADDED 742,306 +99 +0.0% 12.05% $28.2M 2024-08-08 $36.95
2024 Q1 REDUCED 742,207 -1,696 -0.2% 12.54% $28.6M 2024-05-15 $37.15
2023 Q4 ADDED 743,903 +25,881 +3.6% 13.41% $26.2M 2024-02-13 $34.33
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PRF

As of 2026 Q1 β€” sorted by position size

Trust Co of the South 0.1% Noble Wealth Management PBC 0.02%

FAQ About Pinnacle Financial Group, LLC / IL and PRF

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

How long has Pinnacle Financial Group, LLC / IL reported owning PRF?

Pinnacle Financial Group, LLC / IL reported PRF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRF position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for PRF was 13.41% in 2023 Q4.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 670,384 shares, equal to 9.13% of portfolio, with an estimated market value of $31.5M.

What does the chart on this PRF ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly PRF 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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