JP Morgan Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.86M	Buy	42,686 +1,332	+3%	+$60K	0.01%	763
2023 Q2	$1.86M	Sell	41,354 -962	-2%	-$43.1K	0.01%	585
2023 Q1	$1.86M	Buy	42,316 +3,194	+8%	+$141K	﹤0.01%	911
2022 Q4	$1.63M	Sell	39,122 -2,778	-7%	-$110K	﹤0.01%	923
2022 Q3	$1.47M	Buy	41,900 +3,299	+9%	+$130K	﹤0.01%	964
2022 Q2	$1.54M	Buy	38,601 +7,347	+24%	+$320K	﹤0.01%	939
2022 Q1	$1.44M	Buy	31,254 +1,565	+5%	+$73.6K	﹤0.01%	1043
2021 Q4	$1.41M	Buy	29,689 +5,096	+21%	+$242K	﹤0.01%	1077
2021 Q3	$1.15M	Buy	24,593 +15,758	+178%	+$755K	﹤0.01%	1149
2021 Q2	$425K	Buy	+8,835	New	+$428K	﹤0.01%	1538

Other funds holding PXF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PXF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 3.2% in Q3 2023, buying an estimated $60K and bringing the position to 42,686 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #763.

JP Morgan Private Wealth Advisors first reported a position in PXF in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2023. 167 funds tracked by Wall St. Rank hold PXF as of Q3 2023.

JP Morgan Private Wealth Advisors held 42,686 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.86M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,332 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2023, an estimated $60K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #763 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.86M in Q1 2023.
167 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.