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Newbridge Financial Services Group’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Newbridge Financial Services 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 		– Sell
-770
Closed -$47.1K – 1388
2025
Q3 		$47.1K Hold
770
– – 0.01% 523
2025
Q2 		$44.2K Buy
+770
New +$41.8K 0.01% 530

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newbridge Financial Services Group's PXF Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2025, closing a stake of 770 shares — an estimated $47.1K sold.

Newbridge Financial Services Group first reported a position in PXF in Q2 2025 and held it in 2 quarters. The position peaked at $47.1K in Q3 2025. 235 funds tracked by Wall St. Rank hold PXF as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 770 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2025, an estimated $47.1K.
  • Newbridge Financial Services Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $47.1K 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 Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.