Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Moisand Fitzgerald Tamayo’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	$36.1K	Hold	477	–	–	﹤0.01%	239
2026 Q1	$33.3K	Hold	477	–	–	﹤0.01%	233
2025 Q4	$31.3K	Hold	477	–	–	﹤0.01%	242
2025 Q3	$29.2K	Hold	477	–	–	﹤0.01%	244
2025 Q2	$27.4K	Hold	477	–	–	﹤0.01%	248
2025 Q1	$24.8K	Hold	477	–	–	﹤0.01%	250
2024 Q4	$22.8K	Hold	477	–	–	﹤0.01%	260
2024 Q3	$24.9K	Buy	477 +205	+75%	+$10.3K	﹤0.01%	263
2024 Q2	$13.2K	Hold	272	–	–	﹤0.01%	286
2024 Q1	$13.5K	Hold	272	–	–	﹤0.01%	283
2023 Q4	$12.9K	Hold	272	–	–	﹤0.01%	305
2023 Q3	$11.8K	Hold	272	–	–	﹤0.01%	319
2023 Q2	$12.2K	Hold	272	–	–	﹤0.01%	302
2023 Q1	$12K	Hold	272	–	–	﹤0.01%	312
2022 Q4	$11.3K	Hold	272	–	–	﹤0.01%	302
2022 Q3	$10K	Hold	272	–	–	﹤0.01%	287
2022 Q2	$11K	Buy	+272	New	+$11.8K	﹤0.01%	267
2022 Q1	–	Sell	-272	Closed	-$13K	–	615
2021 Q4	$13K	Hold	272	–	–	﹤0.01%	242
2021 Q3	$13K	Hold	272	–	–	﹤0.01%	232
2021 Q2	$13K	Hold	272	–	–	﹤0.01%	244
2021 Q1	$13K	Hold	272	–	–	0.01%	195
2020 Q4	$12K	Buy	+272	New	+$10.6K	0.01%	199

Other funds holding PXF

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PXF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q2 2026 at 477 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Moisand Fitzgerald Tamayo first reported a position in PXF in Q4 2020 and has held it in 22 quarters since. 34 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Moisand Fitzgerald Tamayo held 477 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $36.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #239 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2020 and has held it in 22 quarters since.
34 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.