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

Lifeworks 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
2025
Q1 		– Sell
-4,508
Closed -$216K – 323
2024
Q4 		$216K Sell
4,508
-663
-13% -$32.9K 0.04% 285
2024
Q3 		$270K Sell
5,171
-1,063
-17% -$53.4K 0.05% 244
2024
Q2 		$303K Sell
6,234
-533
-8% -$26.4K 0.08% 177
2024
Q1 		$336K Sell
6,767
-1,321
-16% -$62.9K 0.09% 160
2023
Q4 		$383K Buy
+8,088
New +$359K 0.13% 142

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Lifeworks Advisors's PXF Position: Q1 2025 in Review

Lifeworks Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2025, closing a stake of 4,508 shares — an estimated $216K sold.

Lifeworks Advisors first reported a position in PXF in Q4 2023 and held it in 5 quarters. The position peaked at $383K in Q4 2023. 195 funds tracked by Wall St. Rank hold PXF as of Q1 2025.

  • Lifeworks Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,508 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2025, an estimated $216K.
  • Lifeworks Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2023 and held it in 5 quarters.
  • Lifeworks Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $383K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.