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AJ Wealth Strategies’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

AJ Wealth Strategies’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$316K Hold
7,031
– – 0.02% 222
2023
Q1 		$310K Hold
7,031
– – 0.02% 226
2022
Q4 		$292K Buy
+7,031
New +$278K 0.02% 236

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJ Wealth Strategies's PXF Position: Q2 2023 in Review

AJ Wealth Strategies held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q2 2023 at 7,031 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #222.

AJ Wealth Strategies first reported a position in PXF in Q4 2022 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold PXF as of Q2 2023.

  • AJ Wealth Strategies held 7,031 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $316K as of Q2 2023.
  • AJ Wealth Strategies left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q2 2023.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #222 holding.
  • AJ Wealth Strategies first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.