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

Lowe Wealth 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
Q3 		$1.16M Sell
18,951
-223
-1% -$13.3K 0.42% 26
2025
Q2 		$1.1M Buy
19,174
+1,490
+8% +$80.8K 0.43% 24
2025
Q1 		$919K Buy
17,684
+125
+0.7% +$6.38K 0.39% 28
2024
Q4 		$841K Buy
17,559
+725
+4% +$36K 0.36% 28
2024
Q3 		$878K Buy
16,834
+425
+3% +$21.4K 0.38% 27
2024
Q2 		$799K Buy
16,409
+1,668
+11% +$82.7K 0.36% 27
2024
Q1 		$732K Sell
14,741
-265
-2% -$12.6K 0.34% 27
2023
Q4 		$711K Buy
15,006
+610
+4% +$27.1K 0.35% 25
2023
Q3 		$627K Sell
14,396
-385
-3% -$17.3K 0.33% 25
2023
Q2 		$665K Buy
14,781
+6,881
+87% +$308K 0.34% 26
2023
Q1 		$348K Buy
7,900
+5,520
+232% +$243K 0.19% 36
2022
Q4 		$98.9K Buy
2,380
+150
+7% +$5.93K 0.05% 71
2022
Q3 		$78K Hold
2,230
– – 0.05% 76
2022
Q2 		$89K Buy
2,230
+350
+19% +$15.2K 0.05% 68
2022
Q1 		$87K Buy
+1,880
New +$88.4K 0.04% 76

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Lowe Wealth Advisors's PXF Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.2% in Q3 2025, selling an estimated $13.3K and leaving 18,951 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #26.

Lowe Wealth Advisors first reported a position in PXF in Q1 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold PXF as of Q3 2025.

  • Lowe Wealth Advisors held 18,951 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.16M as of Q3 2025.
  • Lowe Wealth Advisors sold 223 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2025, an estimated $13.3K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.42% of Lowe Wealth Advisors's portfolio in Q3 2025, its #26 holding.
  • Lowe Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2022 and has held it in 15 quarters since.
  • 204 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.