Tortoise Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,578
| Closed | -$117K | – | 1133 |
|
|
2025
Q3 | $117K | Hold |
2,578
| – | – | 0.01% | 285 |
|
|
2025
Q2 | $109K | Hold |
2,578
| – | – | 0.01% | 285 |
|
|
2025
Q1 | $104K | Hold |
2,578
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $104K | Sell |
2,578
-200
| -7% | -$8.27K | 0.01% | 306 |
|
|
2024
Q3 | $113K | Sell |
2,778
-275
| -9% | -$10.8K | 0.01% | 298 |
|
|
2024
Q2 | $116K | Buy |
3,053
+1,633
| +115% | +$61.6K | 0.01% | 279 |
|
|
2024
Q1 | $54.6K | Hold |
1,420
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $50K | Hold |
1,420
| – | – | 0.01% | 353 |
|
|
2023
Q3 | $45.2K | Hold |
1,420
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $46.5K | Hold |
1,420
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $44.5K | Hold |
1,420
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $44.1K | Hold |
1,420
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $39K | Hold |
1,420
| – | – | 0.01% | 343 |
|
|
2022
Q2 | $42K | Hold |
1,420
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $49K | Hold |
1,420
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $49K | Hold |
1,420
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $45K | Hold |
1,420
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $46K | Hold |
1,420
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $43K | Hold |
1,420
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $38K | Buy |
1,420
+555
| +64% | +$13.8K | 0.01% | 264 |
|
|
2020
Q3 | $20K | Hold |
865
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $19K | Hold |
865
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $16K | Hold |
865
| – | – | ﹤0.01% | 318 |
|
|
2019
Q4 | $22K | Hold |
865
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $20K | Hold |
865
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $20K | Hold |
865
| – | – | 0.01% | 340 |
|
|
2019
Q1 | $20K | Hold |
865
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $18K | Hold |
865
| – | – | ﹤0.01% | 320 |
|
|
2018
Q3 | $21K | Hold |
865
| – | – | 0.01% | 319 |
|
|
2018
Q2 | $19K | Hold |
865
| – | – | 0.01% | 345 |
|
|
2018
Q1 | $19K | Hold |
865
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $20K | Hold |
865
| – | – | 0.01% | 322 |
|
|
2017
Q3 | $19K | Hold |
865
| – | – | 0.01% | 304 |
|
|
2017
Q2 | $18K | Hold |
865
| – | – | 0.01% | 296 |
|
|
2017
Q1 | $18K | Hold |
865
| – | – | 0.01% | 281 |
|
|
2016
Q4 | $17K | Hold |
865
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $16K | Hold |
865
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $16K | Buy |
+865
| New | +$15.5K | 0.01% | 270 |
|
Other funds holding PRF
WA
Tortoise Investment Management's PRF Position: Q4 2025 in Review
Tortoise Investment Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025, closing a stake of 2,578 shares — an estimated $117K sold.
Tortoise Investment Management first reported a position in PRF in Q2 2016 and held it in 38 quarters. The position peaked at $117K in Q3 2025. 558 funds tracked by Wall St. Rank hold PRF as of Q4 2025.
- Tortoise Investment Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 2,578 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $117K.
- Tortoise Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2016 and held it in 38 quarters.
- Tortoise Investment Management's Invesco FTSE RAFI US 1000 ETF position peaked at $117K in Q3 2025.
- 558 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.