# INVESCO EXCHANGE TRADED FD T (PRFZ)

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

- Reporting holders: 17
- Reported value: $47.5M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $34.6M | 661,168 | 2.6% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.1M | 59,025 | 0.4% | 6 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.7M | 52,095 | 0.1% | 32 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $2.1M | 40,300 | 0.3% | 32 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $963.2K | 18,406 | 0.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $866.9K | 16,566 | 0.0% | 9 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $704.7K | 13,466 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $543.6K | 10,291 | 0.0% | 5 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $425.6K | 8,000 | 0.2% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $379.5K | 7,252 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $308.1K | 5,887 | 0.0% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $259.6K | 4,961 | 0.0% | 6 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $223.6K | 4,273 | 0.1% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $167.1K | 3,193 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $123.2K | 2,354 | 0.0% | 11 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $43.2K | 825 | 0.0% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $2.3K | 43 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $47.5M |
| Q2 2026 | 363 | $1.4B |
| Q1 2026 | 320 | $1.1B |
| Q4 2025 | 315 | $1.0B |
| Q3 2025 | 294 | $983.9M |
| Q2 2025 | 285 | $902.1M |
| Q1 2025 | 283 | $1.6B |
| Q4 2024 | 281 | $1.7B |
| Q3 2024 | 272 | $1.7B |
| Q2 2024 | 265 | $1.6B |
| Q1 2024 | 255 | $1.7B |
| Q4 2023 | 254 | $1.6B |