Cerity Partners
PXF icon

Cerity Partners’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Cerity Partners’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 		$1.73M Sell
22,864
-3,047
-12% -$229K ﹤0.01% 1672
2026
Q1 		$1.81M Buy
25,911
+647
+3% +$45.7K ﹤0.01% 1545
2025
Q4 		$1.66M Buy
25,264
+2,069
+9% +$131K ﹤0.01% 1451
2025
Q3 		$1.42M Sell
23,195
-4,086
-15% -$243K ﹤0.01% 1444
2025
Q2 		$1.57M Sell
27,281
-2,951
-10% -$160K ﹤0.01% 1328
2025
Q1 		$1.57M Sell
30,232
-2,073
-6% -$106K ﹤0.01% 1230
2024
Q4 		$1.55M Buy
32,305
+1,645
+5% +$81.7K ﹤0.01% 1219
2024
Q3 		$1.6M Buy
30,660
+6,671
+28% +$335K ﹤0.01% 1191
2024
Q2 		$1.17M Buy
23,989
+3,630
+18% +$180K ﹤0.01% 1154
2024
Q1 		$1.01M Sell
20,359
-260
-1% -$12.4K ﹤0.01% 1270
2023
Q4 		$977K Buy
20,619
+11,739
+132% +$522K ﹤0.01% 992
2023
Q3 		$387K Sell
8,880
-17,168
-66% -$773K ﹤0.01% 1061
2023
Q2 		$1.17M Buy
26,048
+13,138
+102% +$589K ﹤0.01% 882
2023
Q1 		$569K Buy
12,910
+7,423
+135% +$327K ﹤0.01% 1234
2022
Q4 		$228K Sell
5,487
-1,945
-26% -$76.9K ﹤0.01% 1269
2022
Q3 		$261K Buy
7,432
+1,249
+20% +$49K ﹤0.01% 955
2022
Q2 		$246K Buy
6,183
+933
+18% +$40.6K ﹤0.01% 995
2022
Q1 		$242K Buy
+5,250
New +$247K ﹤0.01% 804
2020
Q2 		– Sell
-7,570
Closed -$230K – 476
2020
Q1 		$230K Sell
7,570
-300
-4% -$11.4K 0.01% 393
2019
Q4 		$335K Hold
7,870
– – 0.02% 405
2019
Q3 		$312K Hold
7,870
– – 0.02% 384
2019
Q2 		$320K Buy
+7,870
New +$321K 0.02% 383

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

Cerity Partners's PXF Position: Q2 2026 in Review

Cerity Partners reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 12% in Q2 2026, selling an estimated $229K and leaving 22,864 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Cerity Partners first reported a position in PXF in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.81M in Q1 2026. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Cerity Partners held 22,864 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.73M as of Q2 2026.
  • Cerity Partners sold 3,047 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $229K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1672 holding.
  • Cerity Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2019 and has held it in 22 quarters since.
  • Cerity Partners's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.81M 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.