Ted Buchan & Co PRF — INVESCO EXCHANGE TRADED FD T

Ownership history in Ted Buchan & Co  ·  7 quarters on record

AI Ownership Summary

Ted Buchan & Co reported INVESCO EXCHANGE TRADED FD T (PRF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 9.68% in 2024 Q2. The latest visible filing shows PRF at 5.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PRF was reported at 5.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.68% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRF stock page Ted Buchan & Co fund profile Ted Buchan & Co full holdings
How Ted Buchan & Co held PRF — position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 325,298 +24,230 +8.0% 5.60% $15.3M 2026-02-14 (Est.) $49.36
2025 Q3 REDUCED 10.0% +5.0% ❌ 301,068 -33,589 -10.0% 5.33% $13.6M 2025-11-12 $46.00
2025 Q2 ADDED — — — 334,657 +9,010 +2.8% 5.62% $14.1M 2025-08-13 $43.18
2025 Q1 REDUCED — — — 325,647 -14,313 -4.2% 6.22% $13.2M 2025-05-13 $40.08
2024 Q4 REDUCED — — — 339,960 -8,177 -2.3% 6.47% $13.7M 2025-02-13 $41.39
2024 Q3 ADDED — — — 348,137 +274,262 +371.3% 6.71% $14.1M 2024-11-01 $39.24
2024 Q2 INITIATED — — — 73,875 — — 9.68% $11.6M 2024-09-06 $37.73

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 14.16% Arbor Investment Advisors, LLC 3Y 7Y 12.55% BOYUM WEALTH ARCHITECTS LLC 11.22% Berman McAleer LLC 10.19% SAXON INTERESTS, INC. 3Y 8.25% Mowery & Schoenfeld Wealth Management, LLC 7.66% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.73% Woodside Wealth Management LLC 6.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 6.45% Montz Harcus Wealth Management LLC 3Y 6.37%

FAQ About Ted Buchan & Co and PRF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ted Buchan & Co reported owning PRF?

Ted Buchan & Co reported PRF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PRF position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for PRF was 9.68% in 2024 Q2.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 325,298 shares, equal to 5.60% of portfolio, with an estimated market value of $15.3M.

What does the chart on this PRF ownership page compare?

The chart compares Ted Buchan & Co's quarterly PRF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ted Buchan & Co time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Ted Buchan & Co correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PRF relative to SPY over the holding period was +1.3%.

← Back to Ted Buchan & Co Holdings