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

Cedar 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
2023 Q2	–	Sell	-258	Closed	-$11.4K	–	308
2023 Q1	$11.4K	Sell	258 -1,675	-87%	-$73.9K	﹤0.01%	229
2022 Q4	$80.3K	Sell	1,933 -78	-4%	-$3.08K	0.04%	119
2022 Q3	$71K	Buy	2,011 +1,711	+570%	+$67.2K	0.04%	142
2022 Q2	$12K	Sell	300 -147	-33%	-$6.39K	0.01%	259
2022 Q1	$21K	Sell	447 -1,519	-77%	-$71.5K	0.01%	246
2021 Q4	$93K	Sell	1,966 -865	-31%	-$41.2K	0.04%	149
2021 Q3	$133K	Sell	2,831 -6	-0.2%	-$288	0.06%	125
2021 Q2	$137K	Sell	2,837 -4	-0.1%	-$194	0.06%	125
2021 Q1	$131K	Hold	2,841	–	–	0.07%	113
2020 Q4	$121K	Hold	2,841	–	–	0.06%	103
2020 Q3	$101K	Sell	2,841 -3	-0.1%	-$109	0.06%	106
2020 Q2	$98K	Buy	2,844 +236	+9%	+$7.75K	0.07%	103
2020 Q1	$79K	Buy	+2,608	New	+$99.2K	0.05%	109

Other funds holding PXF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cedar Wealth Management's PXF Position: Q2 2023 in Review

Cedar Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2023, closing a stake of 258 shares — an estimated $11.4K sold.

Cedar Wealth Management first reported a position in PXF in Q1 2020 and held it in 13 quarters. The position peaked at $137K in Q2 2021. 169 funds tracked by Wall St. Rank hold PXF as of Q2 2023.

Cedar Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Cedar Wealth Management sold 258 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2023, an estimated $11.4K.
Cedar Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2020 and held it in 13 quarters.
Cedar Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $137K in Q2 2021.
169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2023.

Based on Cedar Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.