Empirical Wealth Management
PXF icon

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

Empirical 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
Q3 		$373K Sell
4,895
-304
-6% -$23.6K 0.01% 881
2026
Q2 		$393K Buy
5,199
+5
+0.1% +$376 0.01% 781
2026
Q1 		$363K Buy
5,194
+658
+15% +$46.5K 0.01% 708
2025
Q4 		$297K Buy
4,536
+298
+7% +$18.8K 0.01% 701
2025
Q3 		$259K Buy
4,238
+108
+3% +$6.42K 0.01% 670
2025
Q2 		$237K Sell
4,130
-218
-5% -$11.8K 0.01% 587
2025
Q1 		$226K Buy
+4,348
New +$222K 0.01% 579
2024
Q4 		– Sell
-3,993
Closed -$208K – 624
2024
Q3 		$208K Buy
+3,993
New +$201K 0.01% 540
2024
Q2 		– Sell
-4,194
Closed -$208K – 577
2024
Q1 		$208K Sell
4,194
-2,961
-41% -$141K 0.01% 505
2023
Q4 		$339K Buy
7,155
+1,505
+27% +$66.9K 0.01% 375
2023
Q3 		$246K Buy
5,650
+232
+4% +$10.4K 0.01% 410
2023
Q2 		$244K Sell
5,418
-100
-2% -$4.48K 0.01% 403
2023
Q1 		$243K Buy
+5,518
New +$243K 0.01% 421
2022
Q2 		– Sell
-12,495
Closed -$576K – 517
2022
Q1 		$576K Buy
12,495
+1,229
+11% +$57.8K 0.03% 303
2021
Q4 		$534K Buy
11,266
+2,009
+22% +$95.6K 0.03% 333
2021
Q3 		$434K Buy
+9,257
New +$444K 0.02% 328

Other funds holding PXF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
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 11.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management's PXF Position: Q3 2026 in Review

Empirical Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 5.8% in Q3 2026, selling an estimated $23.6K and leaving 4,895 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #881.

Empirical Wealth Management first reported a position in PXF in Q3 2021 and has held it in 16 quarters since. The position peaked at $576K in Q1 2022. 158 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Empirical Wealth Management held 4,895 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $373K as of Q3 2026.
  • Empirical Wealth Management sold 304 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2026, an estimated $23.6K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #881 holding.
  • Empirical Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2021 and has held it in 16 quarters since.
  • Empirical Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $576K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.