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Ted Buchan & Co’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Ted Buchan & Co’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
Q2 		$17.4M Sell
321,769
-3,270
-1% -$170K 5.69% 3
2026
Q1 		$15.4M Sell
325,039
-259
-0.1% -$12.6K 5.61% 4
2025
Q4 		$15.3M Buy
325,298
+24,230
+8% +$1.12M 5.6% 3
2025
Q3 		$13.6M Sell
301,068
-33,589
-10% -$1.47M 5.33% 4
2025
Q2 		$14.1M Buy
334,657
+9,010
+3% +$360K 5.62% 2
2025
Q1 		$13.2M Sell
325,647
-14,313
-4% -$590K 6.22% 2
2024
Q4 		$13.7M Sell
339,960
-8,177
-2% -$338K 6.47% 2
2024
Q3 		$14.1M Buy
348,137
+2,874
+0.8% +$113K 6.71% 2
2024
Q2 		$13.1M Sell
345,263
-21,114
-6% -$796K 7.03% 2
2024
Q1 		$14.1M Sell
366,377
-2,849
-0.8% -$103K 8.66% 1
2023
Q4 		$13M Buy
369,226
+1,842
+0.5% +$60.4K 9.47% 1
2023
Q3 		$11.7M Sell
367,384
-2,721
-0.7% -$89.8K 9.39% 1
2023
Q2 		$12.1M Buy
370,105
+730
+0.2% +$23K 9.31% 1
2023
Q1 		$11.6M Buy
369,375
+11,010
+3% +$349K 9.68% 1
2022
Q4 		$11.1M Buy
+358,365
New +$11M 10.28% 1

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ted Buchan & Co's PRF Position: Q2 2026 in Review

Ted Buchan & Co reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1% in Q2 2026, selling an estimated $170K and leaving 321,769 shares worth $17.4M. The position accounts for 5.69% of the portfolio, ranked #3.

Ted Buchan & Co first reported a position in PRF in Q4 2022 and has held it in 15 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Ted Buchan & Co held 321,769 shares of Invesco FTSE RAFI US 1000 ETF worth $17.4M as of Q2 2026.
  • Ted Buchan & Co sold 3,270 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $170K.
  • Invesco FTSE RAFI US 1000 ETF made up 5.69% of Ted Buchan & Co's portfolio in Q2 2026, its #3 holding.
  • Ted Buchan & Co first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.