Joel Isaacson & Co’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Joel Isaacson & Co’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	$214K	Buy	+2,823	New	+$212K	0.01%	451

Other funds holding PXF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joel Isaacson & Co's PXF Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2026: 2,823 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

147 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Joel Isaacson & Co held 2,823 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $214K as of Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF was a new Joel Isaacson & Co position in Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #451 holding.
147 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.