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Invesco Ftse Rafi Dev etf - e shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Invesco Ftse Rafi Dev etf - e (PXF) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Invesco Ftse Rafi Dev etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco Ftse Rafi Dev etf - e held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Ftse Rafi Dev etf - e by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 27k 61.18
2025-06-30 $1.5M 27k 57.42
2025-03-31 $1.8M 34k 51.99
2024-12-31 $1.6M 33k 47.89
2024-09-30 $1.6M 30k 52.13
2024-03-31 $1.7M 34k 49.65
2023-09-30 $1.8M 41k 43.53
2023-06-30 $1.8M 41k 44.96
2023-03-31 $1.7M 39k 44.06
2022-12-31 $1.8M 43k 41.54
2022-09-30 $1.7M 50k 35.08
2022-06-30 $1.8M 44k 40.15
2022-03-31 $1.7M 37k 46.57
2021-12-31 $1.8M 38k 47.39
2021-09-30 $1.8M 38k 47.11
2021-06-30 $2.2M 45k 48.37
2021-03-31 $2.1M 46k 46.23
2020-12-31 $2.0M 47k 42.45
2020-09-30 $1.7M 48k 35.44
2020-06-30 $1.7M 49k 34.61
2020-03-31 $2.5M 83k 30.34
2019-12-31 $3.6M 85k 42.51
2019-09-30 $3.5M 87k 39.65
2019-06-30 $3.6M 88k 40.63
2019-03-31 $3.6M 89k 40.51
2018-12-31 $3.3M 87k 37.52
2018-09-30 $860k 20k 43.26
2018-06-30 $885k 21k 43.01
2018-03-31 $938k 21k 44.65
2017-12-31 $956k 21k 45.40

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare Wealth Management

Top funds holding Invesco Ftse Rafi Dev etf - e

Charles Schwab Investment Management
Invesco
Morgan Stanley
Bank of New York Mellon
LPL Financial
Wells Fargo & Company
Victory Capital Management
CI Private Wealth
Charles Schwab Trust
Johnson & White Wealth Management
Equitable Holdings
Arlington Financial Advisors
Citadel Advisors
UBS Group
Cetera Investment Advisers

View all funds holding Invesco Ftse Rafi Dev etf - e