Colonial River Investments’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Colonial River Investments’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	$945K	Buy	13,515 +303	+2%	+$21.4K	0.34%	66
2025 Q4	$866K	Buy	13,212 +225	+2%	+$14.2K	0.31%	69
2025 Q3	$794K	Buy	12,987 +3,011	+30%	+$179K	0.29%	80
2025 Q2	$579K	Buy	9,976 +3,387	+51%	+$184K	0.25%	86
2025 Q1	$343K	Buy	+6,589	New	+$336K	0.19%	117

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Colonial River Investments's PXF Position: Q1 2026 in Review

Colonial River Investments increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 2.3% in Q1 2026, buying an estimated $21.4K and bringing the position to 13,515 shares worth $945K. The position accounts for 0.34% of the portfolio, ranked #66.

Colonial River Investments first reported a position in PXF in Q1 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Colonial River Investments held 13,515 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $945K as of Q1 2026.
Colonial River Investments bought 303 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $21.4K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.34% of Colonial River Investments's portfolio in Q1 2026, its #66 holding.
Colonial River Investments first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.