Carson Wealth (CWM LLC)
PXF icon

Carson Wealth (CWM LLC)’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Carson Wealth (CWM 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 		$413K Buy
5,910
+1,929
+48% +$136K ﹤0.01% 2147
2025
Q4 		$261K Hold
3,981
– – ﹤0.01% 2349
2025
Q3 		$244K Buy
3,981
+430
+12% +$25.6K ﹤0.01% 2288
2025
Q2 		$204K Sell
3,551
-1,065
-23% -$57.8K ﹤0.01% 2154
2025
Q1 		$240K Sell
4,616
-60
-1% -$3.06K ﹤0.01% 1809
2024
Q4 		$224K Buy
4,676
+811
+21% +$40.3K ﹤0.01% 1758
2024
Q3 		$201K Buy
3,865
+836
+28% +$42K ﹤0.01% 1751
2024
Q2 		$147K Buy
3,029
+292
+11% +$14.5K ﹤0.01% 1750
2024
Q1 		$136K Buy
2,737
+378
+16% +$18K ﹤0.01% 1704
2023
Q4 		$112K Hold
2,359
– – ﹤0.01% 1688
2023
Q3 		$103K Hold
2,359
– – ﹤0.01% 1610
2023
Q2 		$106K Buy
2,359
+2,265
+2,410% +$101K ﹤0.01% 1544
2023
Q1 		$4K Hold
94
– – ﹤0.01% 3416
2022
Q4 		$4K Hold
94
– – ﹤0.01% 3320
2022
Q3 		$3K Sell
94
-7
-7% -$275 ﹤0.01% 3353
2022
Q2 		$4K Buy
101
+7
+7% +$305 ﹤0.01% 3122
2022
Q1 		$4K Hold
94
– – ﹤0.01% 2951
2021
Q4 		$4K Buy
+94
New +$4.47K ﹤0.01% 2869
2021
Q2 		$5K Hold
94
– – ﹤0.01% 2372
2021
Q1 		$5K Hold
94
– – ﹤0.01% 2372
2020
Q4 		$5K Hold
94
– – ﹤0.01% 2372
2020
Q3 		$5K Hold
94
– – ﹤0.01% 2372
2020
Q2 		$5K Hold
94
– – ﹤0.01% 2369
2020
Q1 		$5K Hold
94
– – ﹤0.01% 2369
2019
Q4 		$5K Hold
94
– – ﹤0.01% 2369
2019
Q3 		$5K Hold
94
– – ﹤0.01% 2369
2019
Q2 		$5K Hold
94
– – ﹤0.01% 2369
2019
Q1 		$5K Buy
+94
New +$3.77K ﹤0.01% 2368
2017
Q4 		– Sell
-10
Closed – – 1551
2017
Q3 		$0 Hold
10
– – ﹤0.01% 1541
2017
Q2 		$0 Buy
+10
New +$413 ﹤0.01% 1282
2016
Q1 		– Sell
-4,660
Closed -$169K – 803
2015
Q4 		$169K Buy
4,660
+280
+6% +$10.5K 0.02% 239
2015
Q3 		$157K Buy
+4,380
New +$170K 0.02% 221

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 $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 48% in Q1 2026, buying an estimated $136K and bringing the position to 5,910 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Carson Wealth (CWM LLC) first reported a position in PXF in Q3 2015 and has held it in 32 quarters since. 243 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,910 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $413K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,929 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $136K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2147 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2015 and has held it in 32 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.