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

Clearstead 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
Q2 		$45.4K Buy
600
+3
+0.5% +$226 ﹤0.01% 1530
2026
Q1 		$41.8K Buy
597
+335
+128% +$23.7K ﹤0.01% 1312
2025
Q4 		$17.1K Buy
262
+4
+2% +$253 ﹤0.01% 1757
2025
Q3 		$15.8K Buy
+258
New +$15.3K ﹤0.01% 1747
2025
Q2 		– Sell
-253
Closed -$13.2K – 2848
2025
Q1 		$13.2K Buy
253
+2
+0.8% +$102 ﹤0.01% 1539
2024
Q4 		$12K Buy
251
+1
+0.4% +$50 ﹤0.01% 1526
2024
Q3 		$13K Buy
250
+2
+0.8% +$101 ﹤0.01% 1534
2024
Q2 		$12.1K Buy
248
+3
+1% +$149 ﹤0.01% 1511
2024
Q1 		$12.3K Sell
245
-119
-33% -$5.67K ﹤0.01% 1026
2023
Q4 		$17.3K Buy
364
+121
+50% +$5.38K ﹤0.01% 968
2023
Q3 		$10.6K Sell
243
-32
-12% -$1.44K ﹤0.01% 985
2023
Q2 		$12.4K Hold
275
– – ﹤0.01% 959
2023
Q1 		$12.1K Hold
275
– – ﹤0.01% 924
2022
Q4 		$11.4K Hold
275
– – ﹤0.01% 892
2022
Q3 		$10K Buy
275
+32
+13% +$1.26K ﹤0.01% 894
2022
Q2 		$10K Buy
+243
New +$10.6K ﹤0.01% 927

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

Clearstead Advisors's PXF Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.5% in Q2 2026, buying an estimated $226 and bringing the position to 600 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Clearstead Advisors first reported a position in PXF in Q2 2022 and has held it in 16 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Clearstead Advisors held 600 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $45.4K as of Q2 2026.
  • Clearstead Advisors bought 3 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $226.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1530 holding.
  • Clearstead Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2022 and has held it in 16 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.