Avantax Advisory Services’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Avantax Advisory Services’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 Q2	$1.29M	Buy	22,396 +221	+1%	+$12K	0.01%	1008
2025 Q1	$1.15M	Buy	22,175 +759	+4%	+$38.7K	0.01%	1013
2024 Q4	$1.03M	Sell	21,416 -1,620	-7%	-$80.5K	0.01%	1027
2024 Q3	$1.2M	Buy	23,036 +77	+0.3%	+$3.87K	0.01%	932
2024 Q2	$1.12M	Buy	22,959 +10,321	+82%	+$512K	0.01%	921
2024 Q1	$627K	Sell	12,638 -325	-3%	-$15.5K	0.01%	941
2023 Q4	$614K	Sell	12,963 -394	-3%	-$17.5K	0.01%	903
2023 Q3	$581K	Buy	13,357 +14	+0.1%	+$630	0.01%	885
2023 Q2	$600K	Buy	13,343 +1,813	+16%	+$81.2K	0.01%	878
2023 Q1	$508K	Sell	11,530 -203	-2%	-$8.95K	0.01%	907
2022 Q4	$487K	Sell	11,733 -7,653	-39%	-$302K	0.01%	878
2022 Q3	$680K	Sell	19,386 -550	-3%	-$21.6K	0.01%	664
2022 Q2	$793K	Buy	19,936 +3,086	+18%	+$134K	0.01%	616
2022 Q1	$779K	Buy	16,850 +90	+0.5%	+$4.23K	0.01%	626
2021 Q4	$794K	Sell	16,760 -273	-2%	-$13K	0.01%	600
2021 Q3	$800K	Sell	17,033 -247	-1%	-$11.8K	0.01%	558
2021 Q2	$832K	Buy	17,280 +367	+2%	+$17.8K	0.02%	526
2021 Q1	$781K	Sell	16,913 -233	-1%	-$10.5K	0.02%	487
2020 Q4	$729K	Sell	17,146 -19,696	-53%	-$769K	0.02%	446
2020 Q3	$1.31M	Buy	36,842 +19,543	+113%	+$708K	0.02%	456
2020 Q2	$594K	Sell	17,299 -3,132	-15%	-$103K	0.02%	439
2020 Q1	$620K	Sell	20,431 -2,024	-9%	-$77K	0.02%	389
2019 Q4	$957K	Buy	+22,455	New	+$924K	0.02%	342

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Avantax Advisory Services's PXF Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1% in Q2 2025, buying an estimated $12K and bringing the position to 22,396 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1008.

Avantax Advisory Services first reported a position in PXF in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.31M in Q3 2020. 201 funds tracked by Wall St. Rank hold PXF as of Q2 2025.

Avantax Advisory Services held 22,396 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.29M as of Q2 2025.
Avantax Advisory Services bought 221 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2025, an estimated $12K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1008 holding.
Avantax Advisory Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.31M in Q3 2020.
201 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.