Wood Tarver Financial Group, LLC PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Wood Tarver Financial Group, LLC  ·  4 quarters on record

AI Ownership Summary

Wood Tarver Financial Group, LLC reported INVESCO EXCHANGE TRADED FD T (PRF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 3.39% in 2026 Q1. The latest visible filing shows PRF at 3.39% 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.

What this PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wood Tarver Financial Group, LLC'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
2026 Q1

PRF was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Wood Tarver Financial Group, LLC fund profile Wood Tarver Financial Group, LLC full holdings
How Wood Tarver Financial 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 257,812 +217,838 +544.9% 3.39% $12K 2026-05-12 $52.38
2025 Q4 ADDED — — — 39,974 +14,715 +58.3% 0.53% $2K 2026-02-12 $48.94
2025 Q3 ADDED — — — 25,259 +17,714 +234.8% 0.34% $1K 2025-11-14 $45.17
2025 Q2 INITIATED — — — 7,545 — — 0.10% $318 2025-08-12 $42.63

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 14.16% Arbor Investment Advisors, LLC 3Y 7Y 12.55% BOYUM WEALTH ARCHITECTS LLC 11.22% Boulder Wealth Advisors, LLC 10.43% Berman McAleer LLC 10.19% Pinnacle Financial Group, LLC / IL 3Y 8.71% SAXON INTERESTS, INC. 3Y 8.25% Mowery & Schoenfeld Wealth Management, LLC 7.66% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.73% Woodside Wealth Management LLC 6.48%

FAQ About Wood Tarver Financial 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 Wood Tarver Financial Group, LLC reported owning PRF?

Wood Tarver Financial Group, LLC reported PRF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PRF position in Wood Tarver Financial Group, LLC's portfolio?

The largest reported portfolio weight for PRF was 3.39% in 2026 Q1.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2026 Q1, when Wood Tarver Financial Group, LLC reported 257,812 shares, equal to 3.39% of portfolio, with an estimated market value of $12K.

What does the chart on this PRF ownership page compare?

The chart compares Wood Tarver Financial 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 Wood Tarver Financial Group, LLC time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Wood Tarver Financial Group, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PRF relative to SPY over the holding period was +8.2%.

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