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

Safeguard Financial’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
2023
Q3 		– Sell
-763
Closed -$34K – 428
2023
Q2 		$34K Buy
+763
New +$34.2K 0.02% 198

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Financial's PXF Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2023, closing a stake of 763 shares — an estimated $34K sold.

Safeguard Financial first reported a position in PXF in Q2 2023 and held it in 1 quarter. The position peaked at $34K in Q2 2023. 167 funds tracked by Wall St. Rank hold PXF as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 763 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2023, an estimated $34K.
  • Safeguard Financial first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $34K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.