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

Avior Wealth Management’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
Q4 		– Sell
-407
Closed -$19K – 1195
2021
Q3 		$19K Buy
+407
New +$19.5K ﹤0.01% 685

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
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Avior Wealth Management's PXF Position: Q4 2021 in Review

Avior Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2021, closing a stake of 407 shares — an estimated $19K sold.

Avior Wealth Management first reported a position in PXF in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 133 funds tracked by Wall St. Rank hold PXF as of Q4 2021.

  • Avior Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Avior Wealth Management sold 407 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2021, an estimated $19K.
  • Avior Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2021 and held it in 1 quarter.
  • Avior Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $19K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.