Y-Intercept (HK)
PRF icon

Y-Intercept (HK)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Y-Intercept (HK)’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 		– Sell
-10,891
Closed -$588K – 1991
2026
Q2 		$588K Buy
+10,891
New +$567K 0.01% 1267
2025
Q3 		– Sell
-8,446
Closed -$357K – 1936
2025
Q2 		$357K Buy
+8,446
New +$337K 0.01% 1308
2024
Q2 		– Sell
-10,199
Closed -$392K – 1806
2024
Q1 		$392K Buy
+10,199
New +$370K 0.03% 831

Other funds holding PRF

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Charter Capital Management
Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Y-Intercept (HK)'s PRF Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2026, closing a stake of 10,891 shares — an estimated $588K sold.

Y-Intercept (HK) first reported a position in PRF in Q1 2024 and held it in 3 quarters. The position peaked at $588K in Q2 2026. 259 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 10,891 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $588K.
  • Y-Intercept (HK) first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and held it in 3 quarters.
  • Y-Intercept (HK)'s Invesco FTSE RAFI US 1000 ETF position peaked at $588K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.