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

Atria Wealth Solutions’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
2025 Q1	–	Sell	-8,021	Closed	-$384K	–	2043
2024 Q4	$384K	Buy	+8,021	New	+$398K	﹤0.01%	1407

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Wealth Solutions's PXF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2025, closing a stake of 8,021 shares — an estimated $384K sold.

Atria Wealth Solutions first reported a position in PXF in Q4 2024 and held it in 1 quarter. The position peaked at $384K in Q4 2024. 195 funds tracked by Wall St. Rank hold PXF as of Q1 2025.

Atria Wealth Solutions reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,021 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2025, an estimated $384K.
Atria Wealth Solutions first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2024 and held it in 1 quarter.
Atria Wealth Solutions's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $384K in Q4 2024.
195 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.