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

Perigon Wealth Management’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	$298K	Hold	3,915	–	–	﹤0.01%	1146
2026 Q2	$296K	Buy	+3,915	New	+$294K	﹤0.01%	1126
2023 Q4	–	Sell	-5,036	Closed	-$219K	–	869
2023 Q3	$219K	Hold	5,036	–	–	0.01%	703
2023 Q2	$226K	Hold	5,036	–	–	0.01%	700
2023 Q1	$222K	Hold	5,036	–	–	0.01%	646
2022 Q4	$209K	Buy	+5,036	New	+$199K	0.01%	643
2022 Q3	–	Sell	-5,200	Closed	-$207K	–	598
2022 Q2	$207K	Buy	5,200 +298	+6%	+$13K	0.02%	534
2022 Q1	$226K	Hold	4,902	–	–	0.02%	555
2021 Q4	$232K	Buy	4,902 +508	+12%	+$24.2K	0.02%	520
2021 Q3	$206K	Hold	4,394	–	–	0.02%	508
2021 Q2	$212K	Hold	4,394	–	–	0.02%	487
2021 Q1	$203K	Buy	+4,394	New	+$198K	0.02%	473

Other funds holding PXF

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Perigon Wealth Management's PXF Position: Q3 2026 in Review

Perigon Wealth Management held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q3 2026 at 3,915 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Perigon Wealth Management first reported a position in PXF in Q1 2021 and has held it in 12 quarters since. 56 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

Perigon Wealth Management held 3,915 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $298K as of Q3 2026.
Perigon Wealth Management 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 ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1146 holding.
Perigon Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 12 quarters since.
56 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.