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Financial Advocates Investment Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-3,490
Closed -$200K – 457
2025
Q2 		$200K Sell
3,490
-679
-16% -$36.8K 0.02% 587
2025
Q1 		$217K Sell
4,169
-1,446
-26% -$73.8K 0.02% 656
2024
Q4 		$269K Buy
+5,615
New +$279K 0.02% 626
2024
Q3 		– Sell
-5,860
Closed -$285K – 804
2024
Q2 		$285K Sell
5,860
-12,241
-68% -$607K 0.02% 585
2024
Q1 		$903K Sell
18,101
-26,573
-59% -$1.27M 0.05% 326
2023
Q4 		$2.13M Sell
44,674
-6,295
-12% -$280K 0.14% 167
2023
Q3 		$2.23M Sell
50,969
-10,367
-17% -$467K 0.16% 144
2023
Q2 		$2.76M Buy
61,336
+27,495
+81% +$1.23M 0.2% 126
2023
Q1 		$1.49M Sell
33,841
-154
-0.5% -$6.79K 0.11% 218
2022
Q4 		$1.41M Sell
33,995
-2,847
-8% -$113K 0.11% 219
2022
Q3 		$1.55M Buy
36,842
+12,561
+52% +$493K 0.13% 181
2022
Q2 		$966K Sell
24,281
-12,255
-34% -$533K 0.08% 275
2022
Q1 		$1.69M Buy
36,536
+6,913
+23% +$325K 0.11% 215
2021
Q4 		$1.4M Buy
29,623
+8,040
+37% +$383K 0.09% 261
2021
Q3 		$1.01M Buy
+21,583
New +$1.03M 0.07% 311

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Advocates Investment Management's PXF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2025, closing a stake of 3,490 shares — an estimated $200K sold.

Financial Advocates Investment Management first reported a position in PXF in Q3 2021 and held it in 15 quarters. The position peaked at $2.76M in Q2 2023. 204 funds tracked by Wall St. Rank hold PXF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,490 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2025, an estimated $200K.
  • Financial Advocates Investment Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2021 and held it in 15 quarters.
  • Financial Advocates Investment Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $2.76M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.