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

Glassman Wealth Services’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
-125
Closed -$5.51K – 1989
2023
Q1 		$5.51K Buy
+125
New +$5.51K ﹤0.01% 974
2020
Q2 		– Sell
-1,069
Closed -$32K – 1474
2020
Q1 		$32K Buy
+1,069
New +$40.7K 0.01% 283

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glassman Wealth Services's PXF Position: Q2 2023 in Review

Glassman Wealth Services sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2023, closing a stake of 125 shares — an estimated $5.51K sold.

Glassman Wealth Services first reported a position in PXF in Q1 2020 and held it in 2 quarters. The position peaked at $32K in Q1 2020. 169 funds tracked by Wall St. Rank hold PXF as of Q2 2023.

  • Glassman Wealth Services reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 125 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2023, an estimated $5.51K.
  • Glassman Wealth Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $32K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.