PRF — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026

Name: Who Owns PRF? 32 Institutions Hold $125M (Q3 2026)
Creator: ko.io

Who owns Invesco Exchange Traded Fd T (PRF)? 32 institutions reported holding $125.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Boyum Wealth Architects LLC ($28.9M), Breakwater Capital Group ($24.0M), Montz Harcus Wealth Management LLC ($19.3M).

Rank	Institution	Value	Shares	Change
1	BOYUM WEALTH ARCHITECTS LLC	$28.9M	527,580	Trimmed
2	Breakwater Capital Group	$24.0M	440,276	Trimmed
3	Montz Harcus Wealth Management LLC	$19.3M	354,137	Added
4	Stonebridge Financial Group, LLC	$14.3M	263,294	Trimmed
5	Intelligence Driven Advisers, LLC	$7.2M	131,550	Trimmed
6	Avidian Wealth Enterprises, LLC	$6.8M	124,314	Trimmed
7	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$5.8M	107,348	Trimmed
8	Legacy Private Trust Co.	$4.1M	74,708	Trimmed
9	Farther Finance Advisors, LLC	$2.9M	53,120	Added
10	SigFig Wealth Management, LLC	$2.5M	46,482	Trimmed
11	Williams & Novak, LLC	$1.9M	35,499	Added
12	Kaydan Wealth Management, Inc.	$1.1M	20,005	Trimmed
13	Cooper Financial Group	$970,541	17,831	Trimmed
14	DAVIDSON TRUST CO	$878,166	16,136	Trimmed
15	CoreCap Advisors, LLC	$625,129	11,485	Added
16	Valeo Financial Advisors, LLC	$566,212	10,403	Added
17	Wedmont Private Capital	$551,424	9,961	New
18	STEPH & CO	$341,439	6,273	Hold
19	Paragon Capital Management Ltd	$339,643	6,240	Hold
20	Mallini Complete Financial Planning LLC	$330,862	0	Added
21	DECISION INVESTMENTS, INC	$287,390	5,280	Hold
22	CapWealth Advisors, LLC	$272,150	5,000	Hold
23	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$271,606	4,990	Hold
24	RVW Wealth, LLC	$269,755	4,956	Trimmed
25	Iowa State Bank	$258,543	4,750	Hold

Source: SEC Form 13F filings · as of 2026-09-30