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Howe & Rusling’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-194
Closed -$8K – 1170
2022
Q2 		$8K Buy
+194
New +$8.44K ﹤0.01% 580
2019
Q4 		– Sell
-112
Closed -$4K – 867
2019
Q3 		$4K Buy
+112
New +$4.42K ﹤0.01% 594

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Howe & Rusling's PXF Position: Q3 2022 in Review

Howe & Rusling sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2022, closing a stake of 194 shares — an estimated $8K sold.

Howe & Rusling first reported a position in PXF in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 132 funds tracked by Wall St. Rank hold PXF as of Q3 2022.

  • Howe & Rusling reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 194 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2022, an estimated $8K.
  • Howe & Rusling first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2019 and held it in 2 quarters.
  • Howe & Rusling's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $8K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.