Pillar Wealth Advisors’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,025
Closed -$269K 69
2022
Q4
$269K Hold
10,025
0.26% 55
2022
Q3
$233K Sell
10,025
-2,544
-20% -$66.4K 0.23% 50
2022
Q2
$330K Buy
+12,569
New +$361K 0.34% 44

Other funds holding ISDX

Pillar Wealth Advisors's ISDX Position: Q1 2023 in Review

Pillar Wealth Advisors sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 10,025 shares — an estimated $269K sold.

Pillar Wealth Advisors first reported a position in ISDX in Q2 2022 and held it in 3 quarters. The position peaked at $330K in Q2 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • Pillar Wealth Advisors reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Pillar Wealth Advisors sold 10,025 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $269K.
  • Pillar Wealth Advisors first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q2 2022 and held it in 3 quarters.
  • Pillar Wealth Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $330K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on Pillar Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.