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

Larson Financial Group’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 		$391K Sell
5,587
-2,150
-28% -$152K 0.01% 551
2025
Q4 		$507K Buy
7,737
+26
+0.3% +$1.64K 0.02% 455
2025
Q3 		$472K Buy
7,711
+343
+5% +$20.4K 0.02% 480
2025
Q2 		$423K Buy
7,368
+2,095
+40% +$114K 0.02% 476
2025
Q1 		$274K Buy
5,273
+18
+0.3% +$918 0.01% 561
2024
Q4 		$252K Buy
5,255
+2,614
+99% +$130K 0.01% 516
2024
Q3 		$138K Buy
2,641
+1,037
+65% +$52.1K 0.01% 665
2024
Q2 		$78.1K Buy
1,604
+191
+14% +$9.47K 0.01% 708
2024
Q1 		$70.2K Buy
1,413
+576
+69% +$27.4K 0.01% 616
2023
Q4 		$39.7K Sell
837
-1,474
-64% -$65.5K ﹤0.01% 700
2023
Q3 		$101K Buy
2,311
+2,248
+3,568% +$101K 0.01% 455
2023
Q2 		$2.83K Hold
63
– – ﹤0.01% 1210
2023
Q1 		$2.78K Sell
63
-18
-22% -$794 ﹤0.01% 1195
2022
Q4 		$3.37K Hold
81
– – ﹤0.01% 1109
2022
Q3 		$3K Buy
+81
New +$3.18K ﹤0.01% 1068

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

Larson Financial Group's PXF Position: Q1 2026 in Review

Larson Financial Group reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 28% in Q1 2026, selling an estimated $152K and leaving 5,587 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #551.

Larson Financial Group first reported a position in PXF in Q3 2022 and has held it in 15 quarters since. The position peaked at $507K in Q4 2025. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Larson Financial Group held 5,587 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $391K as of Q1 2026.
  • Larson Financial Group sold 2,150 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $152K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #551 holding.
  • Larson Financial Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $507K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.