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Sargent Bickham Lagudis’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$10.3K Buy
+248
New +$9.8K ﹤0.01% 724
2022
Q2 		– Sell
-632
Closed -$29K – 1113
2022
Q1 		$29K Buy
+632
New +$29.7K ﹤0.01% 546
2019
Q3 		– Sell
-121
Closed -$5K – 766
2019
Q2 		$5K Buy
+121
New +$4.93K ﹤0.01% 664

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sargent Bickham Lagudis's PXF Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2022: 248 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in PXF as recently as Q1 2022.

Sargent Bickham Lagudis first reported a position in PXF in Q2 2019 and has held it in 3 quarters since. The position peaked at $29K in Q1 2022. 155 funds tracked by Wall St. Rank hold PXF as of Q4 2022.

  • Sargent Bickham Lagudis held 248 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $10.3K as of Q4 2022.
  • Invesco FTSE RAFI Developed Markets ex-US ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #724 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2019 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $29K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.