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

Pinnacle Wealth Planning Services’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
Q1 		$197K Hold
2,818
– – 0.02% 483
2025
Q4 		$185K Buy
+2,818
New +$178K 0.02% 493

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's PXF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 2,818 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #483.

Pinnacle Wealth Planning Services first reported a position in PXF in Q4 2025 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,818 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $197K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #483 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.