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 Q2	$2.91M	Buy	38,484 +5,690	+17%	+$428K	0.03%	586
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 $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's PXF Position: Q2 2026 in Review

Atria Investments increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 17% in Q2 2026, buying an estimated $428K and bringing the position to 38,484 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #586.

Atria Investments first reported a position in PXF in Q3 2013 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Atria Investments held 38,484 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $2.91M as of Q2 2026.
Atria Investments bought 5,690 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $428K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #586 holding.
Atria Investments first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2013 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.