Atria Investments’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Atria Investments’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	$2.29M	Buy	32,794 +6,924	+27%	+$489K	0.03%	651
2025 Q4	$1.7M	Buy	+25,870	New	+$1.64M	0.02%	804
2024 Q3	–	Sell	-18,530	Closed	-$902K	–	2023
2024 Q2	$902K	Sell	18,530 -7,649	-29%	-$379K	0.01%	990
2024 Q1	$1.3M	Buy	26,179 +4,267	+19%	+$203K	0.02%	832
2023 Q4	$1.04M	Buy	+21,912	New	+$974K	0.02%	878
2014 Q1	–	Sell	-5,390	Closed	-$237K	–	459
2013 Q4	$237K	Buy	5,390 +36	+0.7%	+$1.54K	0.02%	414
2013 Q3	$222K	Buy	+5,354	New	+$213K	0.02%	419

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Atria Investments's PXF Position: Q1 2026 in Review

Atria Investments increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 27% in Q1 2026, buying an estimated $489K and bringing the position to 32,794 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #651.

Atria Investments first reported a position in PXF in Q3 2013 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Atria Investments held 32,794 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $2.29M as of Q1 2026.
Atria Investments bought 6,924 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $489K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #651 holding.
Atria Investments first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2013 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.