Creative Planning’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.17M | Buy |
88,222
+6,751
| +8% | +$477K | ﹤0.01% | 1031 |
|
|
2025
Q4 | $5.34M | Sell |
81,471
-1,173
| -1% | -$74.1K | ﹤0.01% | 964 |
|
|
2025
Q3 | $5.06M | Buy |
82,644
+11,727
| +17% | +$697K | ﹤0.01% | 879 |
|
|
2025
Q2 | $4.07M | Buy |
70,917
+2,583
| +4% | +$140K | ﹤0.01% | 861 |
|
|
2025
Q1 | $3.55M | Buy |
68,334
+3,382
| +5% | +$173K | ﹤0.01% | 850 |
|
|
2024
Q4 | $3.11M | Buy |
64,952
+2,253
| +4% | +$112K | ﹤0.01% | 881 |
|
|
2024
Q3 | $3.27M | Buy |
62,699
+4,303
| +7% | +$216K | ﹤0.01% | 818 |
|
|
2024
Q2 | $2.84M | Buy |
58,396
+6,886
| +13% | +$341K | ﹤0.01% | 839 |
|
|
2024
Q1 | $2.56M | Buy |
51,510
+3,499
| +7% | +$167K | ﹤0.01% | 870 |
|
|
2023
Q4 | $2.28M | Sell |
48,011
-3,615
| -7% | -$161K | ﹤0.01% | 873 |
|
|
2023
Q3 | $2.25M | Buy |
51,626
+12,143
| +31% | +$547K | ﹤0.01% | 811 |
|
|
2023
Q2 | $1.78M | Buy |
39,483
+3,080
| +8% | +$138K | ﹤0.01% | 877 |
|
|
2023
Q1 | $1.6M | Buy |
36,403
+3,693
| +11% | +$163K | ﹤0.01% | 874 |
|
|
2022
Q4 | $1.36M | Buy |
32,710
+2,248
| +7% | +$88.9K | ﹤0.01% | 893 |
|
|
2022
Q3 | $1.07M | Buy |
30,462
+4,011
| +15% | +$157K | ﹤0.01% | 938 |
|
|
2022
Q2 | $1.05M | Buy |
26,451
+6,622
| +33% | +$288K | ﹤0.01% | 953 |
|
|
2022
Q1 | $915K | Buy |
19,829
+4,266
| +27% | +$201K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $737K | Buy |
15,563
+2,093
| +16% | +$99.6K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $631K | Buy |
13,470
+1,386
| +11% | +$66.4K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $582K | Buy |
12,084
+298
| +3% | +$14.4K | ﹤0.01% | 1192 |
|
|
2021
Q1 | $545K | Sell |
11,786
-192
| -2% | -$8.65K | ﹤0.01% | 1377 |
|
|
2020
Q4 | $508K | Sell |
11,978
-7,673
| -39% | -$299K | ﹤0.01% | 1296 |
|
|
2020
Q3 | $696K | Buy |
+19,651
| New | +$712K | ﹤0.01% | 960 |
|
|
2020
Q1 | – | Sell |
-6,807
| Closed | -$289K | – | 2042 |
|
|
2019
Q4 | $289K | Buy |
+6,807
| New | +$280K | ﹤0.01% | 1424 |
|
|
2017
Q4 | – | Sell |
-4,906
| Closed | -$217K | – | 1989 |
|
|
2017
Q3 | $217K | Buy |
4,906
+1,056
| +27% | +$45.4K | ﹤0.01% | 1551 |
|
|
2017
Q2 | $161K | Buy |
3,850
+501
| +15% | +$20.7K | ﹤0.01% | 1648 |
|
|
2017
Q1 | $134K | Buy |
3,349
+1,888
| +129% | +$74.1K | ﹤0.01% | 1766 |
|
|
2016
Q4 | $55K | Hold |
1,461
| – | – | ﹤0.01% | 2318 |
|
|
2016
Q3 | $54K | Hold |
1,461
| – | – | ﹤0.01% | 2301 |
|
|
2016
Q2 | $50K | Buy |
+1,461
| New | +$52.1K | ﹤0.01% | 2139 |
|
|
2016
Q1 | – | Sell |
-2,278
| Closed | -$82K | – | 4476 |
|
|
2015
Q4 | $82K | Buy |
2,278
+1,809
| +386% | +$68K | ﹤0.01% | 1756 |
|
|
2015
Q3 | $17K | Buy |
+469
| New | +$18.3K | ﹤0.01% | 2859 |
|
|
2015
Q2 | – | Sell |
-3,219
| Closed | -$132K | – | 2535 |
|
|
2015
Q1 | $132K | Buy |
3,219
+1,394
| +76% | +$56.4K | ﹤0.01% | 1421 |
|
|
2014
Q4 | $72K | Sell |
1,825
-424
| -19% | -$17.3K | ﹤0.01% | 1747 |
|
|
2014
Q3 | $95K | Buy |
2,249
+2,055
| +1,059% | +$91K | ﹤0.01% | 1508 |
|
|
2014
Q2 | $9K | Buy |
+194
| New | +$8.71K | ﹤0.01% | 2938 |
|
Other funds holding PXF
SA
Creative Planning's PXF Position: Q1 2026 in Review
Creative Planning increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 8.3% in Q1 2026, buying an estimated $477K and bringing the position to 88,222 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1031.
Creative Planning first reported a position in PXF in Q2 2014 and has held it in 36 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.
- Creative Planning held 88,222 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $6.17M as of Q1 2026.
- Creative Planning bought 6,751 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $477K.
- Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1031 holding.
- Creative Planning first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2014 and has held it in 36 quarters since.
- 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.