JWWM
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Johnson & White Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Johnson & White 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
Q2 		$29.7M Buy
392,494
+4,635
+1% +$348K 11.11% 1
2026
Q1 		$27.1M Buy
387,859
+6,660
+2% +$470K 11.47% 1
2025
Q4 		$25M Buy
381,199
+14,830
+4% +$937K 10.87% 1
2025
Q3 		$22.4M Buy
366,369
+264
+0.1% +$15.7K 10.27% 1
2025
Q2 		$21M Buy
366,105
+3,111
+0.9% +$169K 10.59% 1
2025
Q1 		$18.9M Buy
362,994
+18,867
+5% +$962K 10.59% 1
2024
Q4 		$16.4M Buy
344,127
+28,139
+9% +$1.4M 9.94% 1
2024
Q3 		$16.5M Buy
315,988
+17,923
+6% +$901K 14.18% 1
2024
Q2 		$14.5M Buy
298,065
+35,004
+13% +$1.74M 13.86% 1
2024
Q1 		$13.1M Buy
263,061
+26,893
+11% +$1.28M 9.5% 1
2023
Q4 		$11.2M Buy
236,168
+1,790
+0.8% +$79.5K 9.27% 1
2023
Q3 		$10.2M Sell
234,378
-394
-0.2% -$17.7K 9.23% 1
2023
Q2 		$10.6M Buy
234,772
+5,447
+2% +$244K 14.47% 1
2023
Q1 		$10.1M Buy
+229,325
New +$10.1M 9% 1
2022
Q4 		– Sell
-212,743
Closed -$7.46M – 113
2022
Q3 		$7.46M Buy
+212,743
New +$8.35M 8.42% 1

Other funds holding PXF

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM

Johnson & White Wealth Management's PXF Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.2% in Q2 2026, buying an estimated $348K and bringing the position to 392,494 shares worth $29.7M. The position accounts for 11.11% of the portfolio, ranked #1.

Johnson & White Wealth Management first reported a position in PXF in Q3 2022 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Johnson & White Wealth Management held 392,494 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $29.7M as of Q2 2026.
  • Johnson & White Wealth Management bought 4,635 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $348K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 11.11% of Johnson & White Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Johnson & White Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2022 and has held it in 15 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.