Security Financial Services, INC. PRF INVESCO EXCHANGE TRADED FD T

Ownership history in Security Financial Services, INC.  ·  17 quarters on record

AI Ownership Summary

Security Financial Services, INC. reported INVESCO EXCHANGE TRADED FD T (PRF) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2023 Q4. The latest visible filing shows PRF at 0.50% 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 Security Financial Services, INC.'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 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% 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.

How Security Financial Services, INC. held PRF — position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,950 -63 -0.1% 0.50% $3.2M 2026-02-14 (Est.) $49.36
2025 Q3 REDUCED 68,013 -545 -0.8% 0.50% $3.1M 2025-10-14 $44.63
2025 Q2 REDUCED 68,558 -81 -0.1% 0.51% $2.9M 2025-08-08 $42.33
2025 Q1 REDUCED 68,639 -1,802 -2.6% 0.55% $2.8M 2025-05-07 $38.84
2024 Q4 REDUCED 70,441 -1,374 -1.9% 0.58% $2.8M 2025-02-13 $41.39
2024 Q3 REDUCED 10.1% -0.4% 71,815 -8,088 -10.1% 0.59% $2.9M 2024-11-05 $39.62
2024 Q2 REDUCED 79,903 -2,004 -2.4% 0.66% $3.0M 2024-07-23 $37.87
2024 Q1 REDUCED 81,907 -2,605 -3.1% 0.71% $3.2M 2024-04-11 $36.26
2023 Q4 REDUCED 84,512 -4,024 -4.5% 0.73% $3.0M 2024-01-16 $33.51
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Security Financial Services, INC. and PRF

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

How long has Security Financial Services, INC. reported owning PRF?

Security Financial Services, INC. reported PRF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRF position in Security Financial Services, INC.'s portfolio?

The largest reported portfolio weight for PRF was 0.73% in 2023 Q4.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when Security Financial Services, INC. reported 67,950 shares, equal to 0.50% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PRF ownership page compare?

The chart compares Security Financial Services, INC.'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.

How well did Security Financial Services, INC. time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Security Financial Services, INC. correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on PRF relative to SPY over the holding period was -1.1%.

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