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

Lido 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	$954K	Buy	12,616 +1,538	+14%	+$116K	﹤0.01%	1117
2026 Q1	$774K	Sell	11,078 -657	-6%	-$46.4K	﹤0.01%	1082
2025 Q4	$724K	Sell	11,735 -401	-3%	-$25.3K	﹤0.01%	1140
2025 Q3	$742K	Buy	12,136 +1,542	+15%	+$91.7K	﹤0.01%	1074
2025 Q2	$608K	Sell	10,594 -1,471	-12%	-$79.8K	﹤0.01%	1039
2025 Q1	$627K	Sell	12,065 -2,958	-20%	-$151K	﹤0.01%	947
2024 Q4	$719K	Buy	15,023 +11,148	+288%	+$554K	﹤0.01%	889
2024 Q3	$202K	Buy	+3,875	New	+$195K	﹤0.01%	1341
2018 Q3	–	Sell	-8,462	Closed	-$363K	–	469
2018 Q2	$363K	Buy	+8,462	New	+$381K	0.04%	269

Other funds holding PXF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lido Advisors's PXF Position: Q2 2026 in Review

Lido Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 14% in Q2 2026, buying an estimated $116K and bringing the position to 12,616 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Lido Advisors first reported a position in PXF in Q2 2018 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Lido Advisors held 12,616 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $954K as of Q2 2026.
Lido Advisors bought 1,538 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $116K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1117 holding.
Lido Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2018 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.