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Integrated Wealth Management (Palm Desert)’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-928
Closed -$33K – 1357
2016
Q1 		$33K Buy
+928
New +$31.5K 0.01% 449

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PXF Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2016, closing a stake of 928 shares — an estimated $33K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PXF in Q1 2016 and held it in 1 quarter. The position peaked at $33K in Q1 2016. 57 funds tracked by Wall St. Rank hold PXF as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 928 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2016, an estimated $33K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $33K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.