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Hatton Consulting’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Hatton Consulting’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
2021
Q3 		$255K Hold
5,432
– – 0.19% 37
2021
Q2 		$261K Buy
5,432
+1,087
+25% +$52.7K 0.2% 42
2021
Q1 		$201K Buy
+4,345
New +$196K 0.18% 34

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 $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Hatton Consulting's PXF Position: Q3 2021 in Review

Hatton Consulting held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q3 2021 at 5,432 shares worth $255K. The position accounts for 0.19% of the portfolio, ranked #37.

Hatton Consulting first reported a position in PXF in Q1 2021 and has held it in 3 quarters since. The position peaked at $261K in Q2 2021. 126 funds tracked by Wall St. Rank hold PXF as of Q3 2021.

  • Hatton Consulting held 5,432 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $255K as of Q3 2021.
  • Hatton Consulting left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q3 2021.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.19% of Hatton Consulting's portfolio in Q3 2021, its #37 holding.
  • Hatton Consulting first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 3 quarters since.
  • Hatton Consulting's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $261K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.