Corient Private Wealth
PXF icon

Corient Private Wealth’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Corient Private Wealth’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 		$30.7M Buy
439,205
+324,171
+282% +$22.9M 0.04% 315
2025
Q4 		$7.54M Sell
115,034
-348,093
-75% -$22M 0.01% 879
2025
Q3 		$28.3M Sell
463,127
-17,253
-4% -$1.03M 0.04% 328
2025
Q2 		$27.6M Sell
480,380
-58,129
-11% -$3.15M 0.04% 335
2025
Q1 		$28M Sell
538,509
-34,080
-6% -$1.74M 0.05% 329
2024
Q4 		$27.4M Sell
572,589
-58,435
-9% -$2.9M 0.05% 331
2024
Q3 		$32.9M Buy
631,024
+40,397
+7% +$2.03M 0.05% 312
2024
Q2 		$28.8M Sell
590,627
-12,584
-2% -$624K 0.05% 317
2024
Q1 		$29.9M Sell
603,211
-8,099
-1% -$386K 0.05% 317
2023
Q4 		$29M Buy
611,310
+3,059
+0.5% +$136K 0.05% 320
2023
Q3 		$26.5M Sell
608,251
-2,204
-0.4% -$99.2K 0.06% 295
2023
Q2 		$27.4M Sell
610,455
-14,209
-2% -$637K 0.06% 283
2023
Q1 		$27.5M Sell
624,664
-27,773
-4% -$1.22M 0.07% 257
2022
Q4 		$27.1M Buy
+652,437
New +$25.8M 0.1% 224

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
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Corient Private Wealth's PXF Position: Q1 2026 in Review

Corient Private Wealth increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 282% in Q1 2026, buying an estimated $22.9M and bringing the position to 439,205 shares worth $30.7M. The position accounts for 0.04% of the portfolio, ranked #315.

Corient Private Wealth first reported a position in PXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.9M in Q3 2024. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Corient Private Wealth held 439,205 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $30.7M as of Q1 2026.
  • Corient Private Wealth bought 324,171 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $22.9M.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #315 holding.
  • Corient Private Wealth first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $32.9M in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.