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WealthBridge Capital Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

WealthBridge Capital Management’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
Q1 		– Sell
-452
Closed -$17K – 1052
2018
Q4 		$17K Buy
+452
New +$18K 0.01% 439

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthBridge Capital Management's PXF Position: Q1 2019 in Review

WealthBridge Capital Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2019, closing a stake of 452 shares — an estimated $17K sold.

WealthBridge Capital Management first reported a position in PXF in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 92 funds tracked by Wall St. Rank hold PXF as of Q1 2019.

  • WealthBridge Capital Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 452 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2019, an estimated $17K.
  • WealthBridge Capital Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $17K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.