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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foster Victor Wealth Advisors's PXF Position: Q2 2026 in Review

Foster Victor Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2026, closing a stake of 55,195 shares — an estimated $4.09M sold.

Foster Victor Wealth Advisors first reported a position in PXF in Q1 2021 and held it in 12 quarters. The position peaked at $4.53M in Q2 2023. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Foster Victor Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 55,195 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $4.09M.
  • Foster Victor Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and held it in 12 quarters.
  • Foster Victor Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $4.53M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.