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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 $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return