AWE
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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
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 $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Avidian Wealth Enterprises's PXF Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 3.2% in Q1 2026, selling an estimated $12.6K and leaving 5,408 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #494.

Avidian Wealth Enterprises first reported a position in PXF in Q2 2022 and has held it in 13 quarters since. The position peaked at $442K in Q1 2023. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Avidian Wealth Enterprises held 5,408 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $378K as of Q1 2026.
  • Avidian Wealth Enterprises sold 179 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $12.6K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #494 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 13 quarters since.
  • Avidian Wealth Enterprises's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $442K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.