Solitude Financial Services PRFZ — INVESCO EXCHANGE TRADED FD T

Ownership history in Solitude Financial Services  ·  18 quarters on record

AI Ownership Summary

Solitude Financial Services reported INVESCO EXCHANGE TRADED FD T (PRFZ) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.84% in 2023 Q4. The latest visible filing shows PRFZ at 0.07% 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 PRFZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solitude Financial Services'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

PRFZ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% 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.

PRFZ stock page Solitude Financial Services fund profile Solitude Financial Services full holdings
How Solitude Financial Services held PRFZ — position size vs. price
% of Fund (quarterly)    PRFZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 4,550 — 0% 0.07% $209K 2026-01-15 $49.02
2025 Q3 REDUCED 19.5% +2.8% ❌ 4,550 -1,100 -19.5% 0.07% $207K 2025-11-05 $44.87
2024 Q3 REDUCED 22.1% +0.7% ❌ 5,650 -1,605 -22.1% 0.10% $235K 2024-10-30 $40.97
2024 Q2 REDUCED 15.9% +9.3% ❌ 7,255 -1,375 -15.9% 0.13% $277K 2024-07-19 $39.64
2024 Q1 REDUCED 90.4% -3.5% ✅ 8,630 -80,826 -90.4% 0.16% $339K 2024-04-22 $35.97
2023 Q4 REDUCED — — — 89,456 -4,097 -4.4% 1.84% $3.4M 2024-02-09 $36.29
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRFZ

As of 2026 Q1 — sorted by position size

Johnson & White Wealth Management, LLC 3Y 5.13% Arbor Investment Advisors, LLC 3Y 7Y 4.8% Sunrise Financial Services, LLC 3.23% Stonebridge Financial Group, LLC 2.88% Sound Stewardship, LLC 1.59% FIRST FOUNDATION ADVISORS 3Y 7Y 1.4% Verum Partners LLC 3Y 1.25% EQ WEALTH ADVISORS, LLC 1.21% Arlington Financial Advisors, LLC 3Y 7Y 1.02% WealthBridge Capital Management, LLC 3Y 7Y 0.81%

FAQ About Solitude Financial Services and PRFZ

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

How long has Solitude Financial Services reported owning PRFZ?

Solitude Financial Services reported PRFZ across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRFZ position in Solitude Financial Services's portfolio?

The largest reported portfolio weight for PRFZ was 1.84% in 2023 Q4.

What is the latest reported PRFZ position on this page?

The most recent filing on this page is 2025 Q4, when Solitude Financial Services reported 4,550 shares, equal to 0.07% of portfolio, with an estimated market value of $209K.

What does the chart on this PRFZ ownership page compare?

The chart compares Solitude Financial Services'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.

How well did Solitude Financial Services time their PRFZ position?

Based on 13F filing dates vs. subsequent PRFZ price moves, Solitude Financial Services correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on PRFZ relative to SPY over the holding period was -3.0%.

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