AWE
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
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avidian Wealth Enterprises's PXF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 4.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,649 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #515.

Avidian Wealth Enterprises first reported a position in PXF in Q2 2022 and has held it in 14 quarters since. The position peaked at $442K in Q1 2023. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Avidian Wealth Enterprises held 5,649 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $427K as of Q2 2026.
  • Avidian Wealth Enterprises bought 241 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $18.1K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #515 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2022 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $442K in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.