Position history for Waverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T
Waverly Advisors, LLC holds 1.1M shares of PRFZ (INVESCO EXCHANGE TRADED FD T), worth $50.9M as of 2026-Q1. The position was decreased (-1.6% shares). PRFZ represents 0.4% of Waverly Advisors, LLC's portfolio.
Current Value
$50.9M
Current Shares
1.1M
Total Value Change
-$5M
Total Shares Change
-356,954
Other major holders of PRFZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/
Decreased |
| 1.1M |
-1.6% |
| $50.9M |
| 0.4% |
| $48.10 |
0 |
| 2025-Q4 | Decreased | 1.1M | -2.4% | $51.7M | 0.4% | $46.32 | 0 |
| 2025-Q3 | Decreased | 1.2M | -2.8% | $52.5M | 0.5% | $45.33 | 0 |
| 2025-Q2 | Decreased | 1.2M | -3.4% | $48.3M | 0.5% | $40.46 | 0 |
| 2025-Q1 | Decreased | 1.2M | -6.9% | $46.6M | 0.6% | $37.65 | 0 |
| 2024-Q4 | Decreased | 1.3M | -4.0% | $55M | 0.8% | $41.24 | 0 |
| 2024-Q3 | Decreased | 1.4M | -6.2% | $57.2M | 1.1% | $40.86 | 0 |
| 2024-Q2 | Decreased | 1.5M | -6.1% | $55.9M | 1.1% | $37.48 | 0 |