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Kathleen S. Wright Associates’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Kathleen S. Wright Associates’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
2025
Q1 		– Sell
-50
Closed -$2.4K – 261
2024
Q4 		$2.4K Hold
50
– – ﹤0.01% 246
2024
Q3 		$2.61K Buy
+50
New +$2.51K ﹤0.01% 276

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Kathleen S. Wright Associates's PXF Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2025, closing a stake of 50 shares — an estimated $2.4K sold.

Kathleen S. Wright Associates first reported a position in PXF in Q3 2024 and held it in 2 quarters. The position peaked at $2.61K in Q3 2024. 195 funds tracked by Wall St. Rank hold PXF as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 50 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2025, an estimated $2.4K.
  • Kathleen S. Wright Associates first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $2.61K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.