Key Financial Inc’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Key Financial Inc’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	$1.09M	Buy	15,647 +518	+3%	+$36.6K	0.19%	99
2025 Q4	$992K	Buy	15,129 +107	+0.7%	+$6.76K	0.18%	104
2025 Q3	$925K	Hold	15,022	–	–	0.17%	110
2025 Q2	$863K	Buy	15,022 +80	+0.5%	+$4.34K	0.17%	112
2025 Q1	$777K	Buy	14,942 +1,363	+10%	+$69.5K	0.17%	113
2024 Q4	$650K	Hold	13,579	–	–	0.15%	122
2024 Q3	$708K	Sell	13,579 -166	-1%	-$8.34K	0.16%	116
2024 Q2	$669K	Hold	13,745	–	–	0.16%	113
2024 Q1	$682K	Sell	13,745 -21	-0.2%	-$1K	0.17%	104
2023 Q4	$652K	Hold	13,766	–	–	0.18%	101
2023 Q3	$599K	Hold	13,766	–	–	0.2%	94
2023 Q2	$619K	Hold	13,766	–	–	0.21%	93
2023 Q1	$607K	Hold	13,766	–	–	0.22%	87
2022 Q4	$483K	Hold	13,766	–	–	0.23%	82
2022 Q3	$483K	Buy	13,766 +187	+1%	+$7.34K	0.23%	82
2022 Q2	$542K	Hold	13,579	–	–	0.29%	66
2022 Q1	$626K	Sell	13,579 -214	-2%	-$10.1K	0.31%	59
2021 Q4	$654K	Hold	13,793	–	–	0.33%	57
2021 Q3	$646K	Hold	13,793	–	–	0.37%	54
2021 Q2	$660K	Buy	+13,793	New	+$669K	0.37%	54

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Key Financial Inc's PXF Position: Q1 2026 in Review

Key Financial Inc increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 3.4% in Q1 2026, buying an estimated $36.6K and bringing the position to 15,647 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #99.

Key Financial Inc first reported a position in PXF in Q2 2021 and has held it in 20 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Key Financial Inc held 15,647 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.09M as of Q1 2026.
Key Financial Inc bought 518 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $36.6K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.19% of Key Financial Inc's portfolio in Q1 2026, its #99 holding.
Key Financial Inc first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2021 and has held it in 20 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.