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Householder Group Estate & Retirement Specialist’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$3K Sell
80
-23,740
-100% -$1.18M ﹤0.01% 457
2024
Q3 		$1.24M Buy
23,820
+691
+3% +$34.7K 0.36% 59
2024
Q2 		$1.13M Buy
23,129
+2,307
+11% +$114K 0.32% 72
2024
Q1 		$1.03M Buy
20,822
+2,816
+16% +$134K 0.31% 70
2023
Q4 		$853K Buy
18,006
+3,363
+23% +$149K 0.28% 73
2023
Q3 		$637K Buy
+14,643
New +$659K 0.23% 87

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PXF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 100% in Q4 2024, selling an estimated $1.18M and leaving 80 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Householder Group Estate & Retirement Specialist first reported a position in PXF in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2024. 187 funds tracked by Wall St. Rank hold PXF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 80 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $3K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 23,740 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2024, an estimated $1.18M.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #457 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.24M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.