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

JFS 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 		$866K Buy
11,450
+338
+3% +$25.4K 0.04% 185
2026
Q1 		$777K Sell
11,112
-979
-8% -$69.1K 0.04% 186
2025
Q4 		$792K Sell
12,091
-344
-3% -$21.7K 0.04% 176
2025
Q3 		$761K Sell
12,435
-48
-0.4% -$2.85K 0.04% 180
2025
Q2 		$717K Sell
12,483
-260
-2% -$14.1K 0.05% 179
2025
Q1 		$662K Sell
12,743
-937
-7% -$47.8K 0.04% 176
2024
Q4 		$655K Sell
13,680
-170
-1% -$8.44K 0.04% 172
2024
Q3 		$722K Buy
13,850
+483
+4% +$24.3K 0.05% 171
2024
Q2 		$651K Sell
13,367
-1,241
-8% -$61.5K 0.05% 143
2024
Q1 		$725K Sell
14,608
-106
-0.7% -$5.05K 0.06% 137
2023
Q4 		$697K Sell
14,714
-625
-4% -$27.8K 0.06% 131
2023
Q3 		$668K Sell
15,339
-972
-6% -$43.8K 0.06% 132
2023
Q2 		$733K Sell
16,311
-140
-0.9% -$6.27K 0.07% 128
2023
Q1 		$725K Sell
16,451
-608
-4% -$26.8K 0.07% 129
2022
Q4 		$709K Sell
17,059
-2,263
-12% -$89.4K 0.07% 129
2022
Q3 		$678K Sell
19,322
-1,796
-9% -$70.5K 0.07% 127
2022
Q2 		$841K Sell
21,118
-448
-2% -$19.5K 0.09% 113
2022
Q1 		$995K Sell
21,566
-1,120
-5% -$52.7K 0.09% 117
2021
Q4 		$1.07M Sell
22,686
-148
-0.6% -$7.04K 0.1% 115
2021
Q3 		$1.07M Sell
22,834
-120
-0.5% -$5.75K 0.11% 110
2021
Q2 		$1.1M Buy
22,954
+24
+0.1% +$1.16K 0.17% 85
2021
Q1 		$1.06M Sell
22,930
-4,245
-16% -$191K 0.22% 73
2020
Q4 		$1.15M Sell
27,175
-7,802
-22% -$305K 0.24% 73
2020
Q3 		$1.24M Sell
34,977
-2,397
-6% -$86.8K 0.29% 63
2020
Q2 		$1.29M Sell
37,374
-10,948
-23% -$359K 0.34% 60
2020
Q1 		$1.47M Buy
48,322
+902
+2% +$34.3K 0.44% 51
2019
Q4 		$2.02M Sell
47,420
-410
-0.9% -$16.9K 0.5% 47
2019
Q3 		$1.9M Buy
47,830
+287
+0.6% +$11.3K 0.48% 48
2019
Q2 		$1.93M Sell
47,543
-3,774
-7% -$154K 0.49% 49
2019
Q1 		$2.08M Sell
51,317
-19,892
-28% -$798K 0.54% 42
2018
Q4 		$2.67M Sell
71,209
-3,294
-4% -$131K 0.72% 31
2018
Q3 		$3.22M Sell
74,503
-5,759
-7% -$249K 0.83% 26
2018
Q2 		$3.45M Sell
80,262
-11,137
-12% -$502K 0.91% 27
2018
Q1 		$4.08M Sell
91,399
-23,573
-21% -$1.08M 1.08% 25
2017
Q4 		$5.22M Sell
114,972
-2,165
-2% -$96.8K 1.28% 21
2017
Q3 		$5.17M Sell
117,137
-6,501
-5% -$280K 1.34% 20
2017
Q2 		$5.16M Sell
123,638
-9,919
-7% -$409K 1.42% 18
2017
Q1 		$5.01M Hold
133,557
– – 1.36% 19
2016
Q4 		$5.01M Sell
133,557
-11,081
-8% -$409K 1.36% 19
2016
Q3 		$5.32M Sell
144,638
-21,776
-13% -$784K 1.52% 14
2016
Q2 		$5.75M Sell
166,414
-4,282
-3% -$153K 1.59% 13
2016
Q1 		$6.04M Buy
170,696
+1,398
+0.8% +$47.4K 1.78% 12
2015
Q4 		$6.13M Sell
169,298
-4,963
-3% -$187K 1.77% 12
2015
Q3 		$6.23M Buy
174,261
+12,729
+8% +$495K 2.74% 7
2015
Q2 		$6.58M Buy
161,532
+3,499
+2% +$149K 3.38% 7
2015
Q1 		$6.47M Sell
158,033
-1,476
-0.9% -$59.8K 3.04% 8
2014
Q4 		$6.3M Buy
159,509
+9,903
+7% +$403K 1% 9
2014
Q3 		$6.31M Buy
149,606
+9,307
+7% +$412K 1.1% 8
2014
Q2 		$6.39M Buy
140,299
+3,864
+3% +$174K 1.17% 8
2014
Q1 		$5.99M Buy
136,435
+16,444
+14% +$714K 3.32% 9
2013
Q4 		$5.28M Buy
119,991
+21,147
+21% +$904K 2.3% 11
2013
Q3 		$4.1M Buy
98,844
+18,836
+24% +$749K 1.92% 13
2013
Q2 		$2.95M Buy
+80,008
New +$3.07M 1.48% 20

Other funds holding PXF

JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

JFS Wealth Advisors's PXF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 3% in Q2 2026, buying an estimated $25.4K and bringing the position to 11,450 shares worth $866K. The position accounts for 0.04% of the portfolio, ranked #185.

JFS Wealth Advisors first reported a position in PXF in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.58M in Q2 2015. 98 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • JFS Wealth Advisors held 11,450 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $866K as of Q2 2026.
  • JFS Wealth Advisors bought 338 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $25.4K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • JFS Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $6.58M in Q2 2015.
  • 98 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.