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Octavia Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Octavia Wealth Advisors’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 		$886K Buy
11,710
+40
+0.3% +$3.01K 0.08% 83
2026
Q1 		$816K Sell
11,670
-106
-0.9% -$7.48K 0.08% 87
2025
Q4 		$772K Sell
11,776
-19
-0.2% -$1.2K 0.07% 98
2025
Q3 		$722K Buy
11,795
+560
+5% +$33.3K 0.07% 103
2025
Q2 		$645K Hold
11,235
– – 0.07% 99
2025
Q1 		$584K Buy
11,235
+274
+2% +$14K 0.07% 110
2024
Q4 		$525K Buy
10,961
+1,231
+13% +$61.1K 0.06% 116
2024
Q3 		$507K Sell
9,730
-269
-3% -$13.5K 0.06% 114
2024
Q2 		$487K Hold
9,999
– – 0.07% 115
2024
Q1 		$496K Buy
9,999
+999
+11% +$47.6K 0.07% 115
2023
Q4 		$427K Sell
9,000
-21
-0.2% -$933 0.08% 135
2023
Q3 		$393K Buy
9,021
+220
+2% +$9.9K 0.08% 115
2023
Q2 		$396K Sell
8,801
-186
-2% -$8.33K 0.08% 117
2023
Q1 		$396K Buy
8,987
+543
+6% +$23.9K 0.09% 108
2022
Q4 		$351K Buy
8,444
+88
+1% +$3.48K 0.09% 121
2022
Q3 		$293K Buy
8,356
+1,853
+28% +$72.8K 0.08% 127
2022
Q2 		$260K Sell
6,503
-47
-0.7% -$2.04K 0.07% 140
2022
Q1 		$302K Buy
6,550
+204
+3% +$9.6K 0.07% 141
2021
Q4 		$301K Sell
6,346
-266
-4% -$12.7K 0.07% 148
2021
Q3 		$309K Sell
6,612
-555
-8% -$26.6K 0.08% 129
2021
Q2 		$345K Sell
7,167
-1,386
-16% -$67.2K 0.09% 115
2021
Q1 		$395K Sell
8,553
-1,712
-17% -$77.2K 0.12% 112
2020
Q4 		$436K Buy
+10,265
New +$401K 0.14% 101

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

Octavia Wealth Advisors's PXF Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.34% in Q2 2026, buying an estimated $3.01K and bringing the position to 11,710 shares worth $886K. The position accounts for 0.08% of the portfolio, ranked #83.

Octavia Wealth Advisors first reported a position in PXF in Q4 2020 and has held it in 23 quarters since. 34 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Octavia Wealth Advisors held 11,710 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $886K as of Q2 2026.
  • Octavia Wealth Advisors bought 40 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $3.01K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Octavia Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.