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IHT Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

IHT Wealth 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
2026
Q1 		$1.45M Buy
20,689
+152
+0.7% +$10.7K 0.03% 465
2025
Q4 		$1.35M Buy
20,537
+424
+2% +$26.8K 0.03% 456
2025
Q3 		$1.23M Buy
20,113
+43
+0.2% +$2.56K 0.03% 473
2025
Q2 		$1.15M Buy
20,070
+1,606
+9% +$87.1K 0.03% 457
2025
Q1 		$960K Sell
18,464
-1,216
-6% -$62K 0.03% 488
2024
Q4 		$942K Sell
19,680
-12,486
-39% -$620K 0.03% 472
2024
Q3 		$1.68M Buy
32,166
+10,656
+50% +$536K 0.05% 361
2024
Q2 		$1.05M Sell
21,510
-20,379
-49% -$1.01M 0.04% 426
2024
Q1 		$2.08M Sell
41,889
-97,825
-70% -$4.66M 0.08% 240
2023
Q4 		$6.62M Buy
139,714
+1,614
+1% +$71.7K 0.3% 72
2023
Q3 		$6.01M Buy
138,100
+10,394
+8% +$468K 0.3% 65
2023
Q2 		$5.74M Buy
127,706
+14,707
+13% +$659K 0.3% 69
2023
Q1 		$4.98M Buy
112,999
+7,433
+7% +$328K 0.28% 76
2022
Q4 		$4.39M Buy
105,566
+42,934
+69% +$1.7M 0.28% 82
2022
Q3 		$2.2M Buy
62,632
+4,820
+8% +$189K 0.17% 134
2022
Q2 		$2.3M Sell
57,812
-2,400
-4% -$104K 0.2% 110
2022
Q1 		$2.78M Sell
60,212
-1,130
-2% -$53.2K 0.21% 98
2021
Q4 		$2.91M Buy
61,342
+7,039
+13% +$335K 0.21% 100
2021
Q3 		$2.54M Buy
54,303
+19,923
+58% +$955K 0.21% 106
2021
Q2 		$1.66M Buy
+34,380
New +$1.67M 0.11% 199
2018
Q2 		– Sell
-2,506
Closed -$110K – 1116
2018
Q1 		$110K Hold
2,506
– – 0.03% 459
2017
Q4 		$117K Buy
+2,506
New +$112K 0.03% 455

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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IHT Wealth Management's PXF Position: Q1 2026 in Review

IHT Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.74% in Q1 2026, buying an estimated $10.7K and bringing the position to 20,689 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #465.

IHT Wealth Management first reported a position in PXF in Q4 2017 and has held it in 22 quarters since. The position peaked at $6.62M in Q4 2023. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • IHT Wealth Management held 20,689 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.45M as of Q1 2026.
  • IHT Wealth Management bought 152 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $10.7K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #465 holding.
  • IHT Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2017 and has held it in 22 quarters since.
  • IHT Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $6.62M in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.