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McCarley & Cook Financial Planners’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

McCarley & Cook Financial Planners’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 		$30K Hold
394
– – 0.02% 117
2026
Q2 		$29.8K Hold
394
– – 0.02% 110
2026
Q1 		$27.5K Buy
+394
New +$27.8K 0.02% 112

Other funds holding PXF

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 11.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

McCarley & Cook Financial Planners's PXF Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q3 2026 at 394 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #117.

McCarley & Cook Financial Planners first reported a position in PXF in Q1 2026 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • McCarley & Cook Financial Planners held 394 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $30K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #117 holding.
  • McCarley & Cook Financial Planners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2026 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.