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

Strategic Wealth Partners’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
2019
Q4 		– Sell
-198
Closed -$7 – 409
2019
Q3 		$7 Buy
198
+121
+157% +$4.78K ﹤0.01% 615
2019
Q2 		$3K Buy
+77
New +$3.14K ﹤0.01% 681

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Strategic Wealth Partners's PXF Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2019, closing a stake of 198 shares — an estimated $7 sold.

Strategic Wealth Partners first reported a position in PXF in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 108 funds tracked by Wall St. Rank hold PXF as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 198 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2019, an estimated $7.
  • Strategic Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $3K in Q2 2019.
  • 108 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.