Aries Wealth Management
PXF icon

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

Aries 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
Q3 		$1.6M Sell
20,936
-1,380
-6% -$107K 0.31% 74
2026
Q2 		$1.69M Sell
22,316
-616
-3% -$46.3K 0.33% 61
2026
Q1 		$1.6M Sell
22,932
-474
-2% -$33.5K 0.35% 65
2025
Q4 		$1.53M Hold
23,406
– – 0.34% 67
2025
Q3 		$1.43M Sell
23,406
-190
-0.8% -$11.3K 0.34% 72
2025
Q2 		$1.35M Hold
23,596
– – 0.35% 72
2025
Q1 		$1.23M Buy
23,596
+120
+0.5% +$6.12K 0.33% 76
2024
Q4 		$1.12M Hold
23,476
– – 0.31% 79
2024
Q3 		$1.22M Sell
23,476
-760
-3% -$38.2K 0.34% 76
2024
Q2 		$1.18M Buy
24,236
+2,765
+13% +$137K 0.37% 69
2024
Q1 		$1.07M Buy
21,471
+1,410
+7% +$67.1K 0.34% 76
2023
Q4 		$951K Buy
20,061
+1,745
+10% +$77.5K 0.34% 76
2023
Q3 		$798K Sell
18,316
-3,955
-18% -$178K 0.31% 83
2023
Q2 		$1M Buy
22,271
+860
+4% +$38.5K 0.39% 76
2023
Q1 		$943K Buy
21,411
+2,375
+12% +$105K 0.39% 73
2022
Q4 		$791K Buy
19,036
+675
+4% +$26.7K 0.34% 78
2022
Q3 		$693K Buy
18,361
+2,695
+17% +$106K 0.31% 80
2022
Q2 		$624K Buy
+15,666
New +$682K 0.28% 85
2022
Q1 		– Sell
-10,854
Closed -$514K – 184
2021
Q4 		$514K Buy
10,854
+1,713
+19% +$81.5K 0.2% 107
2021
Q3 		$428K Buy
9,141
+3,508
+62% +$168K 0.18% 113
2021
Q2 		$271K Buy
+5,633
New +$273K 0.12% 145

Other funds holding PXF

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Aries Wealth Management's PXF Position: Q3 2026 in Review

Aries Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 6.2% in Q3 2026, selling an estimated $107K and leaving 20,936 shares worth $1.6M. The position accounts for 0.31% of the portfolio, ranked #74.

Aries Wealth Management first reported a position in PXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q2 2026. 56 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Aries Wealth Management held 20,936 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.6M as of Q3 2026.
  • Aries Wealth Management sold 1,380 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2026, an estimated $107K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.31% of Aries Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Aries Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2021 and has held it in 21 quarters since.
  • Aries Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.69M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.