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

Aptus Capital 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
2026
Q2 		$223K Sell
2,942
-45
-2% -$3.38K ﹤0.01% 1082
2026
Q1 		$209K Buy
2,987
+11
+0.4% +$777 ﹤0.01% 1005
2025
Q4 		$195K Buy
2,976
+237
+9% +$15K ﹤0.01% 1043
2025
Q3 		$168K Buy
2,739
+10
+0.4% +$594 ﹤0.01% 1012
2025
Q2 		$157K Sell
2,729
-12
-0.4% -$651 ﹤0.01% 994
2025
Q1 		$142K Buy
2,741
+13
+0.5% +$663 ﹤0.01% 953
2024
Q4 		$131K Buy
2,728
+31
+1% +$1.54K ﹤0.01% 961
2024
Q3 		$141K Buy
2,697
+1,273
+89% +$64K ﹤0.01% 811
2024
Q2 		$69.3K Buy
+1,424
New +$70.6K ﹤0.01% 861
2023
Q1 		– Sell
-1,869
Closed -$77.6K – 871
2022
Q4 		$77.6K Hold
1,869
– – ﹤0.01% 555
2022
Q3 		$66K Buy
+1,869
New +$73.4K ﹤0.01% 533

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aptus Capital Advisors's PXF Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.5% in Q2 2026, selling an estimated $3.38K and leaving 2,942 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Aptus Capital Advisors first reported a position in PXF in Q3 2022 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Aptus Capital Advisors held 2,942 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $223K as of Q2 2026.
  • Aptus Capital Advisors sold 45 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $3.38K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1082 holding.
  • Aptus Capital Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2022 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.