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

TCI Wealth Advisors’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 Q2	–	Sell	-275	Closed	-$12.1K	–	1735
2023 Q1	$12.1K	Hold	275	–	–	﹤0.01%	970
2022 Q4	$11.4K	Hold	275	–	–	﹤0.01%	980
2022 Q3	$10K	Hold	275	–	–	﹤0.01%	1029
2022 Q2	$11K	Buy	275 +172	+167%	+$7.48K	﹤0.01%	965
2022 Q1	$5K	Hold	103	–	–	﹤0.01%	1583
2021 Q4	$5K	Hold	103	–	–	﹤0.01%	1704
2021 Q3	$5K	Hold	103	–	–	﹤0.01%	1633
2021 Q2	$5K	Sell	103 -199	-66%	-$9.65K	﹤0.01%	1474
2021 Q1	$14K	Buy	302 +199	+193%	+$8.97K	0.01%	688
2020 Q4	$4K	Hold	103	–	–	﹤0.01%	1004
2020 Q3	$4K	Hold	103	–	–	﹤0.01%	880
2020 Q2	$4K	Hold	103	–	–	﹤0.01%	830
2020 Q1	$3K	Hold	103	–	–	﹤0.01%	913
2019 Q4	$4K	Hold	103	–	–	﹤0.01%	940
2019 Q3	$4K	Hold	103	–	–	﹤0.01%	884
2019 Q2	$4K	Hold	103	–	–	﹤0.01%	833
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	862
2018 Q4	$4K	Buy	+103	New	+$4.11K	﹤0.01%	840

Other funds holding PXF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's PXF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2023, closing a stake of 275 shares — an estimated $12.1K sold.

TCI Wealth Advisors first reported a position in PXF in Q4 2018 and held it in 18 quarters. The position peaked at $14K in Q1 2021. 169 funds tracked by Wall St. Rank hold PXF as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 275 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2023, an estimated $12.1K.
TCI Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $14K in Q1 2021.
169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.