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Salem Investment Counselors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-8
Closed -$349 – 1143
2023
Q3 		$349 Hold
8
– – ﹤0.01% 1057
2023
Q2 		$360 Hold
8
– – ﹤0.01% 1099
2023
Q1 		$353 Hold
8
– – ﹤0.01% 1065
2022
Q4 		$332 Buy
+8
New +$316 ﹤0.01% 1036

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Salem Investment Counselors's PXF Position: Q4 2023 in Review

Salem Investment Counselors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2023, closing a stake of 8 shares — an estimated $349 sold.

Salem Investment Counselors first reported a position in PXF in Q4 2022 and held it in 4 quarters. The position peaked at $360 in Q2 2023. 176 funds tracked by Wall St. Rank hold PXF as of Q4 2023.

  • Salem Investment Counselors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 8 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2023, an estimated $349.
  • Salem Investment Counselors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and held it in 4 quarters.
  • Salem Investment Counselors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $360 in Q2 2023.
  • 176 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.