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.
| 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 |
| 2024 Q4 | UNCHANGED | 83,545 | — | 0% | 1.86% | $3.4M | $39.65 |
| 2024 Q3 | REDUCED | 83,545 | -670 | -0.8% | 2.04% | $3.4M | $39.74 |
| 2024 Q2 | REDUCED | 84,215 | -1,758 | -2.0% | 2.07% | $3.2M | $36.95 |
| 2024 Q1 | REDUCED | 85,973 | -3,796 | -4.2% | 2.16% | $3.3M | $37.29 |
| 2023 Q4 | REDUCED | 89,769 | -7,246 | -7.5% | 2.23% | $3.2M | $33.97 |
| 2023 Q3 | ADDED | 97,015 | +77,612 | +400.0% | 2.55% | $3.1M | $30.55 |
As of 2025 Q4 — sorted by position size