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

Elevation Wealth Partners’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	$10.2K	Buy	134 +1	+0.8%	+$75	﹤0.01%	803
2026 Q1	$9.3K	Sell	133 -41	-24%	-$2.9K	﹤0.01%	529
2025 Q4	$11.4K	Buy	174 +2	+1%	+$126	﹤0.01%	463
2025 Q3	$10.5K	Sell	172 -33	-16%	-$1.96K	﹤0.01%	382
2025 Q2	$11.8K	Buy	205 +3	+1%	+$163	﹤0.01%	357
2025 Q1	$10.5K	Buy	202 +1	+0.5%	+$51	﹤0.01%	367
2024 Q4	$9.61K	Buy	201 +2	+1%	+$99	﹤0.01%	371
2024 Q3	$10.4K	Buy	199 +1	+0.5%	+$50	﹤0.01%	353
2024 Q2	$9.64K	Hold	198	–	–	﹤0.01%	348
2024 Q1	$9.83K	Hold	198	–	–	﹤0.01%	354
2023 Q4	$8.62K	Hold	198	–	–	0.01%	344
2023 Q3	$8.62K	Sell	198 -1	-0.5%	-$45	0.01%	253
2023 Q2	$8.95K	Buy	+199	New	+$8.92K	0.01%	260

Other funds holding PXF

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return