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Reilly Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Reilly Financial 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
2021
Q4 		– Sell
-572
Closed -$27K – 1188
2021
Q3 		$27K Buy
+572
New +$27.4K ﹤0.01% 477

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Reilly Financial Advisors's PXF Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2021, closing a stake of 572 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in PXF in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 133 funds tracked by Wall St. Rank hold PXF as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 572 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2021, an estimated $27K.
  • Reilly Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $27K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.