Choate Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $570K | Hold |
12,000
| – | – | 0.01% | 291 |
|
|
2025
Q4 | $563K | Hold |
12,000
| – | – | 0.01% | 294 |
|
|
2025
Q3 | $543K | Hold |
12,000
| – | – | 0.01% | 278 |
|
|
2025
Q2 | $507K | Hold |
12,000
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $485K | Hold |
12,000
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $484K | Buy |
+12,000
| New | +$496K | 0.01% | 272 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$4K | – | 313 |
|
|
2022
Q2 | $4K | Sell |
150
-600
| -80% | -$19.3K | ﹤0.01% | 309 |
|
|
2022
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $26K | Sell |
750
-11,625
| -94% | -$389K | ﹤0.01% | 321 |
|
|
2021
Q3 | $392K | Sell |
12,375
-4,275
| -26% | -$138K | 0.03% | 196 |
|
|
2021
Q2 | $534K | Hold |
16,650
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $505K | Sell |
16,650
-565
| -3% | -$16.2K | 0.03% | 176 |
|
|
2020
Q4 | $459K | Sell |
17,215
-205
| -1% | -$5.11K | 0.03% | 171 |
|
|
2020
Q3 | $396K | Hold |
17,420
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $377K | Sell |
17,420
-58,235
| -77% | -$1.21M | 0.03% | 181 |
|
|
2020
Q1 | $1.4M | Sell |
75,655
-25,605
| -25% | -$594K | 0.11% | 81 |
|
|
2019
Q4 | $2.57M | Sell |
101,260
-24,320
| -19% | -$592K | 0.16% | 68 |
|
|
2019
Q3 | $2.96M | Buy |
125,580
+5,260
| +4% | +$123K | 0.18% | 62 |
|
|
2019
Q2 | $2.81M | Sell |
120,320
-24,230
| -17% | -$557K | 0.17% | 66 |
|
|
2019
Q1 | $3.28M | Sell |
144,550
-43,600
| -23% | -$962K | 0.19% | 58 |
|
|
2018
Q4 | $3.82M | Buy |
+188,150
| New | +$4.17M | 0.25% | 52 |
|
|
2018
Q3 | – | Sell |
-463,535
| Closed | -$10.4M | – | 218 |
|
|
2018
Q2 | $10.4M | Sell |
463,535
-1,290,825
| -74% | -$29.1M | 0.61% | 25 |
|
|
2018
Q1 | $38.7M | Sell |
1,754,360
-958,135
| -35% | -$21.9M | 2.07% | 9 |
|
|
2017
Q4 | $61.6M | Sell |
2,712,495
-401,680
| -13% | -$8.85M | 3.15% | 8 |
|
|
2017
Q3 | $66.7M | Buy |
3,114,175
+16,925
| +0.5% | +$354K | 3.61% | 5 |
|
|
2017
Q2 | $64M | Sell |
3,097,250
-12,790
| -0.4% | -$263K | 3.62% | 5 |
|
|
2017
Q1 | $63.7M | Sell |
3,110,040
-51,900
| -2% | -$1.06M | 3.73% | 5 |
|
|
2016
Q4 | $63M | Sell |
3,161,940
-93,640
| -3% | -$1.8M | 3.99% | 5 |
|
|
2016
Q3 | $60.9M | Sell |
3,255,580
-34,320
| -1% | -$640K | 3.99% | 5 |
|
|
2016
Q2 | $59.6M | Buy |
3,289,900
+104,995
| +3% | +$1.88M | 4.13% | 4 |
|
|
2016
Q1 | $56.1M | Buy |
3,184,905
+1,776,975
| +126% | +$29.6M | 3.88% | 4 |
|
|
2015
Q4 | $25.7M | Sell |
1,407,930
-594,420
| -30% | -$10.5M | 1.87% | 11 |
|
|
2015
Q3 | $33.2M | Buy |
2,002,350
+4,525
| +0.2% | +$79.7K | 2.27% | 9 |
|
|
2015
Q2 | $36.2M | Buy |
1,997,825
+41,095
| +2% | +$763K | 2.09% | 10 |
|
|
2015
Q1 | $35.7M | Buy |
1,956,730
+540,550
| +38% | +$9.86M | 2.02% | 9 |
|
|
2014
Q4 | $25.9M | Buy |
1,416,180
+1,314,725
| +1,296% | +$23.5M | 1.52% | 11 |
|
|
2014
Q3 | $1.78M | Buy |
+101,455
| New | +$1.8M | 0.11% | 85 |
|
Other funds holding PRF
WA
Choate Investment Advisors's PRF Position: Q1 2026 in Review
Choate Investment Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 12,000 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #291.
Choate Investment Advisors first reported a position in PRF in Q3 2014 and has held it in 37 quarters since. The position peaked at $66.7M in Q3 2017. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.
- Choate Investment Advisors held 12,000 shares of Invesco FTSE RAFI US 1000 ETF worth $570K as of Q1 2026.
- Choate Investment Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
- Invesco FTSE RAFI US 1000 ETF made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #291 holding.
- Choate Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2014 and has held it in 37 quarters since.
- Choate Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $66.7M in Q3 2017.
- 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.
Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.