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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axxcess Wealth Management's PXF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2026: 7,296 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PXF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2025. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Axxcess Wealth Management held 7,296 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $552K as of Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #691 holding.
Axxcess Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.37M in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.