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

Ascent Wealth Partners’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
2019
Q2 		– Sell
-245
Closed -$10K – 131
2019
Q1 		$10K Buy
+245
New +$9.83K ﹤0.01% 132

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Ascent Wealth Partners's PXF Position: Q2 2019 in Review

Ascent Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2019, closing a stake of 245 shares — an estimated $10K sold.

Ascent Wealth Partners first reported a position in PXF in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 94 funds tracked by Wall St. Rank hold PXF as of Q2 2019.

  • Ascent Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2019 after selling out during the quarter.
  • Ascent Wealth Partners sold 245 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2019, an estimated $10K.
  • Ascent Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2019 and held it in 1 quarter.
  • Ascent Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $10K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2019.

Based on Ascent Wealth Partners's 13F filing for Q2 2019, filed 30 Jul 2019.