PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in WIN ADVISORS, INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in INVESCO EXCHANGE TRADED FD T (PRF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.65% (2023 Q2)
Avg. % of fund
1.57%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,799 +83,984 +566.9% 1.97% $4.6M $46.92
2023 Q2 ADDED 14,815 +14,542 +5326.7% 2.65% $2.0M $31.27
2022 Q2 INITIATED 273 — — 0.08% $41K $27.75
% of Fund (quarterly)    PRF price (monthly, adj. close)

Other funds also holding PRF

As of 2025 Q4 — sorted by position size

Arbor Investment Advisors, LLC 3Y 7Y 12.52% Boulder Wealth Advisors, LLC 9.68% Pinnacle Financial Group, LLC / IL 3Y 9.13% SAXON INTERESTS, INC. 3Y 8.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 7.29% Garrett Wealth Advisory Group, LLC 3Y 7Y 7.18% Montz Harcus Wealth Management LLC 3Y 5.95% Woodside Wealth Management LLC 5.94% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 5.92% Ted Buchan & Co 5.6%
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