Essex Financial Services’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Essex Financial Services’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 Q1	$445K	Hold	6,366	–	–	0.03%	488
2025 Q4	$417K	Buy	6,366 +1	+0%	+$63	0.02%	491
2025 Q3	$389K	Hold	6,365	–	–	0.02%	499
2025 Q2	$365K	Buy	6,365 +1	+0%	+$54	0.02%	490
2025 Q1	$331K	Sell	6,364 -63	-1%	-$3.21K	0.02%	475
2024 Q4	$308K	Buy	6,427 +1	+0%	+$50	0.02%	484
2024 Q3	$323K	Hold	6,426	–	–	0.02%	469
2024 Q2	$309K	Buy	6,426 +126	+2%	+$6.25K	0.02%	466
2024 Q1	$313K	Hold	6,300	–	–	0.03%	411
2023 Q4	$299K	Hold	6,300	–	–	0.03%	393
2023 Q3	$274K	Hold	6,300	–	–	0.03%	385
2023 Q2	$283K	Hold	6,300	–	–	0.03%	379
2023 Q1	$278K	Hold	6,300	–	–	0.03%	391
2022 Q4	$261K	Hold	6,300	–	–	0.03%	392
2022 Q3	$221K	Hold	6,300	–	–	0.03%	415
2022 Q2	$251K	Hold	6,300	–	–	0.03%	407
2022 Q1	$291K	Buy	+6,300	New	+$296K	0.03%	383

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Essex Financial Services's PXF Position: Q1 2026 in Review

Essex Financial Services held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 6,366 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #488.

Essex Financial Services first reported a position in PXF in Q1 2022 and has held it in 17 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Essex Financial Services held 6,366 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $445K as of Q1 2026.
Essex Financial Services left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #488 holding.
Essex Financial Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2022 and has held it in 17 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.