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Independent Solutions Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Independent Solutions Wealth Management’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
Q1 		– Sell
-5,539
Closed -$230K – 225
2022
Q4 		$230K Buy
+5,539
New +$219K 0.07% 196

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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

Independent Solutions Wealth Management's PXF Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2023, closing a stake of 5,539 shares — an estimated $230K sold.

Independent Solutions Wealth Management first reported a position in PXF in Q4 2022 and held it in 1 quarter. The position peaked at $230K in Q4 2022. 169 funds tracked by Wall St. Rank hold PXF as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,539 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2023, an estimated $230K.
  • Independent Solutions Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $230K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.