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PRF
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Position history for Waverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Waverly Advisors, LLC holds 3.7M shares of PRF (INVESCO EXCHANGE TRADED FD T), worth $173.9M as of 2026-Q1. The position was decreased (-1.2% shares). PRF represents 1.3% of Waverly Advisors, LLC's portfolio.

Current Value

$173.9M

Current Shares

3.7M

Total Value Change

+$15.6M

Total Shares Change

-512,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.7M
-1.2%
$173.9M1.3%$49.12
0
2025-Q4
Decreased
3.7M
-1.5%
$173.8M1.4%$47.27
0
2025-Q3
Decreased
3.8M
-0.6%
$169.9M1.7%$44.99
0
2025-Q2
Decreased
3.8M
-2.6%
$159.9M1.8%$41.73
0
2025-Q1
Decreased
3.9M
-2.1%
$156.9M1.9%$39.55
0
2024-Q4
Decreased
4M
-2.4%
$160M2.5%$39.57
0
2024-Q3
Decreased
4.1M
-2.6%
$165.1M3.0%$39.62
0
2024-Q2
Decreased
4.2M
-5.0%
$158.3M3.1%$36.95
0

Other major holders of PRF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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