# INVESCO EXCHANGE TRADED FD T (PRF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PRF/

- Reporting holders: 31
- Reported value: $125.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $28.9M | 527,580 | 11.8% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $24.0M | 440,276 | 2.8% | 16 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $19.3M | 354,137 | 6.8% | 20 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $14.3M | 263,294 | 1.1% | 8 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $7.2M | 131,550 | 1.2% | 7 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $6.8M | 124,314 | 0.2% | 6 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $5.8M | 107,348 | 0.8% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.1M | 74,708 | 0.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.9M | 53,120 | 0.0% | 14 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $2.5M | 46,482 | 0.1% | 21 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $1.9M | 35,499 | 1.1% | 3 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.1M | 20,005 | 0.4% | 20 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $970.5K | 17,831 | 0.1% | 17 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $878.2K | 16,136 | 0.3% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $625.1K | 11,485 | 0.0% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $566.2K | 10,403 | 0.0% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $551.4K | 9,961 | 0.0% | 1 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $341.4K | 6,273 | 0.1% | 28 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $339.6K | 6,240 | 0.1% | 11 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $330.9K | 6,078 | 0.2% | 8 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $287.4K | 5,280 | 0.3% | 4 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $272.1K | 5,000 | 0.0% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $271.6K | 4,990 | 0.0% | 6 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $269.8K | 4,956 | 0.0% | 6 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $258.5K | 4,750 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $125.2M |
| Q2 2026 | 592 | $6.4B |
| Q1 2026 | 569 | $6.5B |
| Q4 2025 | 559 | $5.1B |
| Q3 2025 | 541 | $4.8B |
| Q2 2025 | 536 | $4.5B |
| Q1 2025 | 516 | $5.9B |
| Q4 2024 | 518 | $6.0B |
| Q3 2024 | 490 | $5.3B |
| Q2 2024 | 483 | $5.3B |
| Q1 2024 | 487 | $5.7B |
| Q4 2023 | 469 | $5.3B |

