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

AE Wealth 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
2026
Q1 		$307K Sell
4,392
-15
-0.3% -$1.06K ﹤0.01% 1364
2025
Q4 		$289K Buy
4,407
+951
+28% +$60.1K ﹤0.01% 1327
2025
Q3 		$211K Hold
3,456
– – ﹤0.01% 1369
2025
Q2 		$198K Buy
3,456
+201
+6% +$10.9K ﹤0.01% 1316
2025
Q1 		$169K Buy
3,255
+53
+2% +$2.7K ﹤0.01% 1321
2024
Q4 		$153K Buy
+3,202
New +$159K ﹤0.01% 1330
2024
Q3 		– Sell
-4,550
Closed -$221K – 1312
2024
Q2 		$221K Buy
4,550
+153
+3% +$7.58K ﹤0.01% 1130
2024
Q1 		$218K Sell
4,397
-19,926
-82% -$949K ﹤0.01% 1063
2023
Q4 		$1.14M Buy
24,323
+6,728
+38% +$299K 0.01% 1108
2023
Q3 		$766K Buy
17,595
+4,746
+37% +$214K ﹤0.01% 1206
2023
Q2 		$578K Buy
12,849
+4,853
+61% +$217K ﹤0.01% 1314
2023
Q1 		$352K Buy
7,996
+452
+6% +$19.9K ﹤0.01% 1478
2022
Q4 		$313K Buy
7,544
+407
+6% +$16.1K ﹤0.01% 1484
2022
Q3 		$250K Buy
+7,137
New +$280K ﹤0.01% 1541

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AE Wealth Management's PXF Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.34% in Q1 2026, selling an estimated $1.06K and leaving 4,392 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

AE Wealth Management first reported a position in PXF in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2023. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • AE Wealth Management held 4,392 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $307K as of Q1 2026.
  • AE Wealth Management sold 15 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $1.06K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1364 holding.
  • AE Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2022 and has held it in 14 quarters since.
  • AE Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.14M in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.