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Clear Perspectives Financial Planning’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$7.53K Hold
171
– – ﹤0.01% 150
2022
Q4 		$7.1K Buy
+171
New +$6.76K ﹤0.01% 165

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's PXF Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2023 at 171 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Clear Perspectives Financial Planning first reported a position in PXF in Q4 2022 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold PXF as of Q1 2023.

  • Clear Perspectives Financial Planning held 171 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $7.53K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q1 2023.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #150 holding.
  • Clear Perspectives Financial Planning first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.