Elevation Wealth Partners
PXF icon

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
Q3 		$10.3K Buy
135
+1
+0.7% +$78 ﹤0.01% 882
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 		$9.6K Buy
201
+2
+1% +$99 ﹤0.01% 371
2024
Q3 		$10.4K Buy
199
+1
+0.5% +$50 ﹤0.01% 353
2024
Q2 		$9.6K Hold
198
– – ﹤0.01% 348
2024
Q1 		$9.8K 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

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Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's PXF Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.75% in Q3 2026, buying an estimated $78 and bringing the position to 135 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Elevation Wealth Partners first reported a position in PXF in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.8K in Q2 2025. 99 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Elevation Wealth Partners held 135 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $10.3K as of Q3 2026.
  • Elevation Wealth Partners bought 1 Invesco FTSE RAFI Developed Markets ex-US ETF share in Q3 2026, an estimated $78.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #882 holding.
  • Elevation Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $11.8K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.