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 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 $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

Lido Advisors's PXF Position: Q1 2026 in Review

Lido Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 5.6% in Q1 2026, selling an estimated $46.4K and leaving 11,078 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Lido Advisors first reported a position in PXF in Q2 2018 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Lido Advisors held 11,078 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $774K as of Q1 2026.
Lido Advisors sold 657 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $46.4K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1082 holding.
Lido Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2018 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.