Betterment LLC
PXF icon

Betterment LLC’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Betterment LLC’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 		$397K Sell
5,249
-96
-2% -$7.22K ﹤0.01% 532
2026
Q1 		$374K Sell
5,345
-39
-0.7% -$2.75K ﹤0.01% 494
2025
Q4 		$353K Sell
5,384
-112
-2% -$7.08K ﹤0.01% 463
2025
Q3 		$336K Buy
5,496
+1,975
+56% +$117K ﹤0.01% 440
2025
Q2 		$202K Sell
3,521
-1,449
-29% -$78.6K ﹤0.01% 496
2025
Q1 		$258K Sell
4,970
-82
-2% -$4.18K ﹤0.01% 421
2024
Q4 		$242K Buy
5,052
+45
+0.9% +$2.23K ﹤0.01% 414
2024
Q3 		$261K Sell
5,007
-1,376
-22% -$69.2K ﹤0.01% 390
2024
Q2 		$311K Sell
6,383
-95
-1% -$4.71K ﹤0.01% 342
2024
Q1 		$322K Sell
6,478
-274
-4% -$13K ﹤0.01% 303
2023
Q4 		$320K Sell
6,752
-1,608
-19% -$71.4K ﹤0.01% 266
2023
Q3 		$364K Buy
8,360
+517
+7% +$23.3K ﹤0.01% 243
2023
Q2 		$353K Buy
7,843
+1,007
+15% +$45.1K ﹤0.01% 230
2023
Q1 		$301K Sell
6,836
-690
-9% -$30.4K ﹤0.01% 232
2022
Q4 		$313K Sell
7,526
-1,662
-18% -$65.7K ﹤0.01% 221
2022
Q3 		$366K Hold
9,188
– – ﹤0.01% 196
2022
Q2 		$366K Buy
9,188
+773
+9% +$33.6K ﹤0.01% 196
2022
Q1 		$388K Buy
+8,415
New +$396K ﹤0.01% 189
2021
Q3 		– Sell
-4,918
Closed -$237K – 187
2021
Q2 		$237K Sell
4,918
-1,534
-24% -$74.4K ﹤0.01% 158
2021
Q1 		$298K Buy
+6,452
New +$291K ﹤0.01% 126

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

Betterment LLC's PXF Position: Q2 2026 in Review

Betterment LLC reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.8% in Q2 2026, selling an estimated $7.22K and leaving 5,249 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Betterment LLC first reported a position in PXF in Q1 2021 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Betterment LLC held 5,249 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $397K as of Q2 2026.
  • Betterment LLC sold 96 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $7.22K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #532 holding.
  • Betterment LLC first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 20 quarters since.
  • 251 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.