Avidian Wealth Enterprises
PXF icon

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

Avidian Wealth Enterprises’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
Q3 		– Sell
-5,649
Closed -$427K – 793
2026
Q2 		$427K Buy
5,649
+241
+4% +$18.1K 0.01% 515
2026
Q1 		$378K Sell
5,408
-179
-3% -$12.6K 0.01% 494
2025
Q4 		$366K Sell
5,587
-67
-1% -$4.24K 0.01% 436
2025
Q3 		$346K Sell
5,654
-40
-0.7% -$2.38K 0.01% 439
2025
Q2 		$327K Buy
+5,694
New +$309K 0.01% 424
2024
Q3 		– Sell
-5,172
Closed -$252K – 526
2024
Q2 		$252K Sell
5,172
-495
-9% -$24.5K 0.01% 427
2024
Q1 		$281K Buy
5,667
+60
+1% +$2.86K 0.01% 369
2023
Q4 		$266K Sell
5,607
-2,578
-31% -$115K 0.02% 362
2023
Q3 		$356K Sell
8,185
-994
-11% -$44.7K 0.03% 304
2023
Q2 		$413K Sell
9,179
-843
-8% -$37.8K 0.03% 295
2023
Q1 		$442K Buy
10,022
+2,505
+33% +$110K 0.02% 317
2022
Q4 		$312K Sell
7,517
-112
-1% -$4.43K 0.02% 352
2022
Q3 		$268K Buy
7,629
+29
+0.4% +$1.14K 0.02% 344
2022
Q2 		$302K Buy
+7,600
New +$331K 0.02% 351

Other funds holding PXF

Charles Schwab Trust
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Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Avidian Wealth Enterprises's PXF Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2026, closing a stake of 5,649 shares — an estimated $427K sold.

Avidian Wealth Enterprises first reported a position in PXF in Q2 2022 and held it in 14 quarters. The position peaked at $442K in Q1 2023. 78 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,649 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2026, an estimated $427K.
  • Avidian Wealth Enterprises first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2022 and held it in 14 quarters.
  • Avidian Wealth Enterprises's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $442K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.