Evergreen Capital Management
PRF icon

Evergreen Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Evergreen Capital Management’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$794K Hold
14,584
– – 0.01% 617
2026
Q2 		$788K Sell
14,584
-3,731
-20% -$194K 0.01% 652
2026
Q1 		$871K Sell
18,315
-9,338
-34% -$454K 0.02% 535
2025
Q4 		$1.3M Sell
27,653
-10,157
-27% -$468K 0.03% 393
2025
Q3 		$1.71M Sell
37,810
-11,105
-23% -$485K 0.04% 312
2025
Q2 		$2.07M Buy
48,915
+36,532
+295% +$1.46M 0.06% 258
2025
Q1 		$500K Hold
12,383
– – 0.02% 511
2024
Q4 		$500K Hold
12,383
– – 0.02% 510
2024
Q3 		$503K Hold
12,383
– – 0.02% 494
2024
Q2 		$470K Hold
12,383
– – 0.02% 483
2024
Q1 		$476K Hold
12,383
– – 0.02% 464
2023
Q4 		$436K Sell
12,383
-1,432
-10% -$46.9K 0.02% 453
2023
Q3 		$440K Buy
13,815
+2,500
+22% +$82.5K 0.02% 425
2023
Q2 		$370K Buy
+11,315
New +$357K 0.02% 482

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Evergreen Capital Management's PRF Position: Q3 2026 in Review

Evergreen Capital Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 14,584 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #617.

Evergreen Capital Management first reported a position in PRF in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.07M in Q2 2025. 168 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Evergreen Capital Management held 14,584 shares of Invesco FTSE RAFI US 1000 ETF worth $794K as of Q3 2026.
  • Evergreen Capital Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #617 holding.
  • Evergreen Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 14 quarters since.
  • Evergreen Capital Management's Invesco FTSE RAFI US 1000 ETF position peaked at $2.07M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.