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

Bison Wealth’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
-409
Closed -$19K – 441
2021
Q3 		$19K Hold
409
– – 0.01% 377
2021
Q2 		$20K Hold
409
– – 0.01% 367
2021
Q1 		$19K Hold
409
– – 0.01% 371
2020
Q4 		$17K Buy
+409
New +$16K 0.01% 335

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

Bison Wealth's PXF Position: Q4 2021 in Review

Bison Wealth sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2021, closing a stake of 409 shares — an estimated $19K sold.

Bison Wealth first reported a position in PXF in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 133 funds tracked by Wall St. Rank hold PXF as of Q4 2021.

  • Bison Wealth reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 409 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2021, an estimated $19K.
  • Bison Wealth first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2020 and held it in 4 quarters.
  • Bison Wealth's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $20K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.