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

Catalyst Private 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
2020
Q4 		– Sell
-503
Closed -$18K – 224
2020
Q3 		$18K Buy
+503
New +$18.2K 0.02% 176

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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Catalyst Private Wealth's PXF Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2020, closing a stake of 503 shares — an estimated $18K sold.

Catalyst Private Wealth first reported a position in PXF in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 100 funds tracked by Wall St. Rank hold PXF as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 503 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2020, an estimated $18K.
  • Catalyst Private Wealth first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $18K in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.