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 Q2	$482K	Buy	6,367 +1	+0%	+$75	0.02%	490
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 $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

Essex Financial Services's PXF Position: Q2 2026 in Review

Essex Financial Services increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.02% in Q2 2026, buying an estimated $75 and bringing the position to 6,367 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #490.

Essex Financial Services first reported a position in PXF in Q1 2022 and has held it in 18 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Essex Financial Services held 6,367 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $482K as of Q2 2026.
Essex Financial Services bought 1 Invesco FTSE RAFI Developed Markets ex-US ETF share in Q2 2026, an estimated $75.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #490 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 18 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.