Next Level Wealth Planning
PXF icon

Next Level Wealth Planning’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Next Level Wealth Planning’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
Q3 		$3.58K Buy
+47
New +$3.66K ﹤0.01% 412

Other funds holding PXF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Next Level Wealth Planning's PXF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2026: 47 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

131 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Next Level Wealth Planning held 47 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $3.58K as of Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #412 holding.
  • 131 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.