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Global Wealth Strategies & Associates’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		– Sell
-199
Closed -$8.95K – 362
2023
Q2 		$8.95K Hold
199
– – ﹤0.01% 170
2023
Q1 		$8.77K Hold
199
– – ﹤0.01% 176
2022
Q4 		$8.27K Buy
+199
New +$7.87K ﹤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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Global Wealth Strategies & Associates's PXF Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2023, closing a stake of 199 shares — an estimated $8.95K sold.

Global Wealth Strategies & Associates first reported a position in PXF in Q4 2022 and held it in 3 quarters. The position peaked at $8.95K in Q2 2023. 167 funds tracked by Wall St. Rank hold PXF as of Q3 2023.

  • Global Wealth Strategies & Associates reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 199 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2023, an estimated $8.95K.
  • Global Wealth Strategies & Associates first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $8.95K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.