Nalls Sherbakoff Group’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Nalls Sherbakoff Group’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 Q4	$1.64M	Sell	25,075 -8,422	-25%	-$532K	1.19%	19
2025 Q3	$2.05M	Buy	33,497 +49	+0.1%	+$2.91K	1.38%	16
2025 Q2	$1.92M	Buy	33,448 +18	+0.1%	+$977	1.4%	13
2025 Q1	$1.74M	Buy	+33,430	New	+$1.71M	1.41%	13
2023 Q4	$1.7M	Sell	35,774 -941	-3%	-$41.8K	1.51%	13
2023 Q3	$1.6M	Buy	36,715 +1,059	+3%	+$47.7K	1.55%	13
2023 Q2	$1.54M	Sell	35,656 -431	-1%	-$19.3K	1.51%	12
2023 Q1	$1.58M	Buy	+36,087	New	+$1.59M	1.58%	10
2018 Q4	$498K	Buy	+13,272	New	+$530K	0.8%	28

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JWWM

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

Nalls Sherbakoff Group's PXF Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 25% in Q4 2025, selling an estimated $532K and leaving 25,075 shares worth $1.64M. The position accounts for 1.19% of the portfolio, ranked #19.

Nalls Sherbakoff Group first reported a position in PXF in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.05M in Q3 2025. 235 funds tracked by Wall St. Rank hold PXF as of Q4 2025.

Nalls Sherbakoff Group held 25,075 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $1.64M as of Q4 2025.
Nalls Sherbakoff Group sold 8,422 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2025, an estimated $532K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 1.19% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #19 holding.
Nalls Sherbakoff Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $2.05M in Q3 2025.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.