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Ridgeline Wealth Planning’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Ridgeline Wealth Planning’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
-5,940
Closed -$284K – 37
2024
Q4 		$284K Buy
+5,940
New +$295K 0.27% 30

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

Ridgeline Wealth Planning's PXF Position: Q1 2025 in Review

Ridgeline Wealth Planning sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2025, closing a stake of 5,940 shares — an estimated $284K sold.

Ridgeline Wealth Planning first reported a position in PXF in Q4 2024 and held it in 1 quarter. The position peaked at $284K in Q4 2024. 195 funds tracked by Wall St. Rank hold PXF as of Q1 2025.

  • Ridgeline Wealth Planning reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Ridgeline Wealth Planning sold 5,940 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2025, an estimated $284K.
  • Ridgeline Wealth Planning first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2024 and held it in 1 quarter.
  • Ridgeline Wealth Planning's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $284K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2025.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2025, filed 30 Apr 2025.