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Burk Holdings’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Burk Holdings’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 		– Sell
-372
Closed -$26K – 678
2026
Q1 		$26K Buy
+372
New +$26.3K 0.01% 183

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

Burk Holdings's PXF Position: Q2 2026 in Review

Burk Holdings sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2026, closing a stake of 372 shares — an estimated $26K sold.

Burk Holdings first reported a position in PXF in Q1 2026 and held it in 1 quarter. The position peaked at $26K in Q1 2026. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Burk Holdings reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Burk Holdings sold 372 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $26K.
  • Burk Holdings first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2026 and held it in 1 quarter.
  • Burk Holdings's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $26K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.