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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

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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
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)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Invesco Ftse Rafi Dev etf - e

Charles Schwab Investment Advisory
Bank of America Corporation
Victory Capital Management
Bank of New York Mellon
Jane Street
CI Private Wealth
Wells Fargo & Company
Charles Schwab Trust
Johnson & White Wealth Management
Arlington Financial Advisors
RTD Financial Advisors
Callan Capital
Captrust Financial Advisors
Flow Traders US
Jpmorgan Chase & Co

View all funds holding Invesco Ftse Rafi Dev etf - e