PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, 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
2.55% (2023 Q3)
Avg. % of fund
2.06%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,263 -895 -1.1% 1.65% $3.6M $46.92
2025 Q3 UNCHANGED 78,158 — 0% 1.67% $3.5M $45.03
2025 Q2 REDUCED 78,158 -62 -0.1% 1.72% $3.3M $41.92
2025 Q1 REDUCED 78,220 -5,325 -6.4% 1.78% $3.2M $39.91
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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