Wharton Business Group, LLC PRF — POWERSHS EXCH TRAD FD TR

Ownership history in Wharton Business Group, LLC  ·  47 quarters on record

AI Ownership Summary

Wharton Business Group, LLC reported POWERSHS EXCH TRAD FD TR (PRF) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.99% in 2023 Q4. The latest visible filing shows PRF at 0.88% 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 Wharton Business Group, LLC's position in POWERSHS EXCH TRAD FD TR, 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% 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 Wharton Business Group, LLC fund profile Wharton Business Group, LLC full holdings
How Wharton Business Group, LLC 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 UNCHANGED — — — 493,135 — 0% 0.88% $23.1M 2026-02-14 (Est.) $49.36
2025 Q3 UNCHANGED — — — 493,135 — 0% 0.97% $22.3M 2025-11-10 $45.55
2025 Q2 UNCHANGED — — — 493,135 — 0% 0.88% $20.8M 2025-08-14 $43.13
2025 Q1 UNCHANGED — — — 493,135 — 0% 0.90% $19.9M 2025-05-09 $39.07
2024 Q4 UNCHANGED — — — 493,135 — 0% 0.90% $19.9M 2025-02-04 $41.06
2024 Q3 UNCHANGED — — — 493,135 — 0% 0.90% $20.0M 2024-11-07 $40.81
2024 Q2 UNCHANGED — — — 493,135 — 0% 0.97% $18.7M 2024-08-12 $36.88
2024 Q1 REDUCED 12.2% -1.1% ✅ 493,135 -68,590 -12.2% 0.91% $19.0M 2024-05-13 $36.74
2023 Q4 UNCHANGED — — — 561,725 — 0% 0.99% $19.8M 2024-02-07 $34.58
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 14.16% Berman McAleer LLC 10.19% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.73% Woodside Wealth Management LLC 6.48% Goodman Advisory Group, LLC 3Y 4.76% Pettinga Financial Advisors LLC 3Y 7Y 3.83% FORTERIS WEALTH MANAGEMENT INC. 3.29% Breakwater Capital Group 3Y 2.86% Bouvel Investment Partners, LLC 3Y 2.73% Johnson & White Wealth Management, LLC 3Y 2.73%

FAQ About Wharton Business Group, LLC and PRF

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

How long has Wharton Business Group, LLC reported owning PRF?

Wharton Business Group, LLC reported PRF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRF position in Wharton Business Group, LLC's portfolio?

The largest reported portfolio weight for PRF was 0.99% in 2023 Q4.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when Wharton Business Group, LLC reported 493,135 shares, equal to 0.88% of portfolio, with an estimated market value of $23.1M.

What does the chart on this PRF ownership page compare?

The chart compares Wharton Business Group, LLC'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 Wharton Business Group, LLC time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Wharton Business Group, LLC correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on PRF relative to SPY over the holding period was -1.5%.

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