Foster Victor Wealth Advisors
PXF icon

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

Foster Victor 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
Q3 		$3.96M Buy
+52,149
New +$4.06M 0.2% 110
2026
Q2 		– Sell
-55,195
Closed -$4.09M – 264
2026
Q1 		$4.09M Sell
55,195
-3,444
-6% -$243K 0.23% 102
2025
Q4 		$4M Sell
58,639
-4,618
-7% -$292K 0.23% 105
2025
Q3 		$3.93M Sell
63,257
-3,121
-5% -$186K 0.24% 100
2025
Q2 		$3.85M Sell
66,378
-2,641
-4% -$143K 0.26% 97
2025
Q1 		$3.45M Buy
+69,019
New +$3.52M 0.28% 95
2024
Q1 		– Sell
-86,959
Closed -$4.11M – 177
2023
Q4 		$4.11M Sell
86,959
-7,559
-8% -$336K 0.42% 73
2023
Q3 		$4.07M Sell
94,518
-6,958
-7% -$313K 0.47% 69
2023
Q2 		$4.53M Buy
101,476
+3,318
+3% +$149K 0.5% 72
2023
Q1 		$4.36M Sell
98,158
-2,782
-3% -$123K 0.53% 71
2022
Q4 		$4.35M Buy
+100,940
New +$3.99M 0.55% 67
2021
Q3 		– Sell
-82,325
Closed -$3.96M – 149
2021
Q2 		$3.96M Buy
82,325
+5,739
+7% +$278K 0.66% 49
2021
Q1 		$3.61M Buy
+76,586
New +$3.45M 0.67% 43

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
First American Trust
First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Foster Victor Wealth Advisors's PXF Position: Q3 2026 in Review

Foster Victor Wealth Advisors opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2026: 52,149 shares worth $3.96M. The stake represents 0.2% of the portfolio and ranks #110 among its holdings. This is a return to the name: Foster Victor Wealth Advisors previously reported a position in PXF as recently as Q1 2026.

Foster Victor Wealth Advisors first reported a position in PXF in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.53M in Q2 2023. 187 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Foster Victor Wealth Advisors held 52,149 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $3.96M as of Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF was a new Foster Victor Wealth Advisors position in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.2% of Foster Victor Wealth Advisors's portfolio in Q3 2026, its #110 holding.
  • Foster Victor Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 13 quarters since.
  • Foster Victor Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $4.53M in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.