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

Cornerstone Wealth Management’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 		$4.89M Buy
70,003
+10,192
+17% +$720K 0.24% 97
2025
Q4 		$3.92M Buy
59,811
+6,905
+13% +$436K 0.2% 111
2025
Q3 		$3.24M Buy
52,906
+1,021
+2% +$60.7K 0.18% 121
2025
Q2 		$2.98M Buy
51,885
+4,311
+9% +$234K 0.18% 120
2025
Q1 		$2.47M Buy
47,574
+2,702
+6% +$138K 0.17% 127
2024
Q4 		$2.15M Buy
44,872
+7,441
+20% +$370K 0.15% 143
2024
Q3 		$1.95M Buy
37,431
+2,750
+8% +$138K 0.14% 144
2024
Q2 		$1.69M Buy
34,681
+2,322
+7% +$115K 0.13% 148
2024
Q1 		$1.61M Buy
32,359
+2,670
+9% +$127K 0.13% 147
2023
Q4 		$1.41M Buy
29,689
+3,602
+14% +$160K 0.12% 152
2023
Q3 		$1.14M Buy
26,087
+3,088
+13% +$139K 0.11% 166
2023
Q2 		$1.03M Buy
22,999
+6,161
+37% +$276K 0.09% 177
2023
Q1 		$742K Buy
+16,838
New +$742K 0.07% 223
2022
Q3 		$1.01M Buy
28,777
+10,359
+56% +$407K 0.11% 159
2022
Q2 		$733K Buy
18,418
+3,178
+21% +$138K 0.08% 199
2022
Q1 		$703K Buy
15,240
+2,002
+15% +$94.2K 0.07% 222
2021
Q4 		$628K Buy
13,238
+3,302
+33% +$157K 0.06% 251
2021
Q3 		$466K Buy
9,936
+3,904
+65% +$187K 0.05% 284
2021
Q2 		$290K Buy
6,032
+1,033
+21% +$50.1K 0.03% 369
2021
Q1 		$231K Buy
+4,999
New +$225K 0.03% 403

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

Cornerstone Wealth Management's PXF Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 17% in Q1 2026, buying an estimated $720K and bringing the position to 70,003 shares worth $4.89M. The position accounts for 0.24% of the portfolio, ranked #97.

Cornerstone Wealth Management first reported a position in PXF in Q1 2021 and has held it in 20 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Cornerstone Wealth Management held 70,003 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $4.89M as of Q1 2026.
  • Cornerstone Wealth Management bought 10,192 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $720K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.24% of Cornerstone Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Cornerstone Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 20 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.