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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
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
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

Aries Wealth Management's PXF Position: Q2 2026 in Review

Aries Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 2.7% in Q2 2026, selling an estimated $46.3K and leaving 22,316 shares worth $1.69M. The position accounts for 0.33% of the portfolio, ranked #61.

Aries Wealth Management first reported a position in PXF in Q2 2021 and has held it in 20 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Aries Wealth Management held 22,316 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.69M as of Q2 2026.
  • Aries Wealth Management sold 616 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $46.3K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.33% of Aries Wealth Management's portfolio in Q2 2026, its #61 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 20 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.