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

Capital Investment Advisors’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 		$554K Buy
7,929
+3,199
+68% +$226K 0.01% 462
2025
Q4 		$310K Sell
4,730
-65
-1% -$4.11K ﹤0.01% 595
2025
Q3 		$293K Buy
4,795
+613
+15% +$36.4K ﹤0.01% 592
2025
Q2 		$240K Buy
+4,182
New +$227K ﹤0.01% 621

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 Investment Advisors's PXF Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 68% in Q1 2026, buying an estimated $226K and bringing the position to 7,929 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #462.

Capital Investment Advisors first reported a position in PXF in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Capital Investment Advisors held 7,929 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $554K as of Q1 2026.
  • Capital Investment Advisors bought 3,199 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $226K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #462 holding.
  • Capital Investment Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2025 and has held it in 4 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 Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.