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

Evoke 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
2022 Q4	–	Sell	-42	Closed	-$1K	–	949
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	1135
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	1072
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	1065
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	1066
2021 Q3	$1K	Hold	42	–	–	﹤0.01%	1100
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	1065
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	1048
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	905
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	968
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	1015
2020 Q1	$1.27K	Buy	+42	New	+$1.6K	﹤0.01%	891
2019 Q4	–	Sell	-42	Closed	-$1.67K	–	1420
2019 Q3	$1.67K	Buy	+42	New	+$1.66K	﹤0.01%	1239

Other funds holding PXF

CSIA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evoke Wealth's PXF Position: Q4 2022 in Review

Evoke Wealth sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2022, closing a stake of 42 shares — an estimated $1K sold.

Evoke Wealth first reported a position in PXF in Q3 2019 and held it in 12 quarters. The position peaked at $2K in Q2 2022. 155 funds tracked by Wall St. Rank hold PXF as of Q4 2022.

Evoke Wealth reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 42 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $2K in Q2 2022.
155 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.