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

Capital Analysts 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
Q1 		$82K Buy
1,181
+5
+0.4% +$353 ﹤0.01% 846
2025
Q4 		$77K Buy
1,176
+4
+0.3% +$253 ﹤0.01% 827
2025
Q3 		$71K Buy
1,172
+73
+7% +$4.34K ﹤0.01% 809
2025
Q2 		$63K Buy
1,099
+7
+0.6% +$380 ﹤0.01% 766
2025
Q1 		$57K Sell
1,092
-145
-12% -$7.4K ﹤0.01% 759
2024
Q4 		$59K Buy
1,237
+54
+5% +$2.68K ﹤0.01% 719
2024
Q3 		$62K Buy
1,183
+659
+126% +$33.1K ﹤0.01% 679
2024
Q2 		$26K Buy
+524
New +$26K ﹤0.01% 817

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

Capital Analysts LLC's PXF Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.43% in Q1 2026, buying an estimated $353 and bringing the position to 1,181 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Capital Analysts LLC first reported a position in PXF in Q2 2024 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Capital Analysts LLC held 1,181 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $82K as of Q1 2026.
  • Capital Analysts LLC bought 5 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $353.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #846 holding.
  • Capital Analysts LLC first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.