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

EP Wealth Advisors’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	$914K	Buy	12,084 +1,245	+11%	+$93.6K	﹤0.01%	782
2026 Q1	$758K	Buy	10,839 +510	+5%	+$36K	﹤0.01%	731
2025 Q4	$677K	Buy	+10,329	New	+$653K	﹤0.01%	739
2025 Q2	$808K	Sell	14,070 -48	-0.3%	-$2.6K	0.01%	624
2025 Q1	$734K	Buy	14,118 +441	+3%	+$22.5K	0.01%	578
2024 Q4	$655K	Buy	13,677 +5,127	+60%	+$255K	0.01%	612
2024 Q3	$446K	Buy	8,550 +5,775	+208%	+$290K	﹤0.01%	725
2024 Q2	$135K	Buy	+2,775	New	+$138K	﹤0.01%	801

Other funds holding PXF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's PXF Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 11% in Q2 2026, buying an estimated $93.6K and bringing the position to 12,084 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

EP Wealth Advisors first reported a position in PXF in Q2 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

EP Wealth Advisors held 12,084 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $914K as of Q2 2026.
EP Wealth Advisors bought 1,245 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $93.6K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #782 holding.
EP Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.