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Atlas Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q2 		– Sell
-300
Closed -$14K – 902
2021
Q1 		$14K Hold
300
– – 0.01% 449
2020
Q4 		$13K Buy
+300
New +$11.7K 0.01% 400

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Atlas Private Wealth Advisors's PXF Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2021, closing a stake of 300 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in PXF in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 116 funds tracked by Wall St. Rank hold PXF as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 300 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2021, an estimated $14K.
  • Atlas Private Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $14K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.