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

Axxcess Wealth Management’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	-7,296	Closed	-$552K	–	1175
2026 Q2	$552K	Buy	+7,296	New	+$548K	0.01%	691
2026 Q1	–	Sell	-20,952	Closed	-$1.37M	–	839
2025 Q4	$1.37M	Buy	20,952 +8,019	+62%	+$507K	0.02%	451
2025 Q3	$791K	Buy	12,933 +3,448	+36%	+$205K	0.02%	500
2025 Q2	$545K	Buy	9,485 +2,993	+46%	+$162K	0.01%	568
2025 Q1	$338K	Buy	+6,492	New	+$331K	0.01%	649

Other funds holding PXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Axxcess Wealth Management's PXF Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2026, closing a stake of 7,296 shares — an estimated $552K sold.

Axxcess Wealth Management first reported a position in PXF in Q1 2025 and held it in 5 quarters. The position peaked at $1.37M in Q4 2025. 131 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

Axxcess Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 7,296 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2026, an estimated $552K.
Axxcess Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2025 and held it in 5 quarters.
Axxcess Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.37M in Q4 2025.
131 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.