Paradigm Strategies in Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Paradigm Strategies in 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
2021 Q3	–	Sell	-82	Closed	-$4K	–	193
2021 Q2	$4K	Hold	82	–	–	﹤0.01%	202
2021 Q1	$4K	Buy	+82	New	+$3.7K	﹤0.01%	187

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

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

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

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PXF Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2021, closing a stake of 82 shares — an estimated $4K sold.

Paradigm Strategies in Wealth Management first reported a position in PXF in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 126 funds tracked by Wall St. Rank hold PXF as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 82 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2021, an estimated $4K.
Paradigm Strategies in Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $4K in Q2 2021.
126 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.