Question 1

How many shares of PRFZ does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 163,037 shares of PRFZ (INVESCO EXCHANGE TRADED FD T).

Question 2

What is Creative Planning's PRFZ position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's PRFZ position is worth $9.1M.

Question 3

Is Creative Planning buying or selling PRFZ?

Accepted Answer

In 2026-Q2, Creative Planning increased their PRFZ position (+3.7% change in shares).

Question 4

When did Creative Planning first buy PRFZ?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in PRFZ in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	163,037	+3.7%	$9.1M	0.0%	$55.63	29
2026-Q1	Increased	157,276	+2.8%	$7.2M	0.0%	$45.67	28
2025-Q4	Increased	153,025	+10.5%	$7M	0.0%	$45.59	30
2025-Q3	Increased	138,509	+11.3%	$6.3M	0.0%	$45.01	30
2025-Q2	Decreased	124,433	-0.2%	$5.1M	0.0%	$40.20	0
2025-Q1	Increased	124,664	+16.2%	$4.7M	0.0%	$37.33	31
2024-Q4	Decreased	107,286	-6.2%	$4.5M	0.0%	$40.98	0
2024-Q3	Increased	114,377	+18.4%	$4.8M	0.0%	$40.69	32

PRFZShowing 8 of 31 quarters

PRFZ
Showing 8 of 31 quarters