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Plante Moran Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Plante Moran Financial 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
Q1 		$110K Hold
1,572
– – 0.01% 215
2025
Q4 		$103K Buy
+1,572
New +$99.4K 0.01% 226
2025
Q2 		– Sell
-139
Closed -$7.23K – 838
2025
Q1 		$7.23K Sell
139
-182
-57% -$9.28K ﹤0.01% 616
2024
Q4 		$15.4K Buy
321
+86
+37% +$4.27K ﹤0.01% 527
2024
Q3 		$12.3K Hold
235
– – ﹤0.01% 588
2024
Q2 		$11.4K Sell
235
-103
-30% -$5.11K ﹤0.01% 565
2024
Q1 		$16.8K Buy
+338
New +$16.1K ﹤0.01% 527
2022
Q2 		– Sell
-526
Closed -$24K – 1035
2022
Q1 		$24K Buy
526
+383
+268% +$18K ﹤0.01% 460
2021
Q4 		$7K Hold
143
– – ﹤0.01% 759
2021
Q3 		$7K Hold
143
– – ﹤0.01% 744
2021
Q2 		$7K Hold
143
– – ﹤0.01% 737
2021
Q1 		$7K Buy
+143
New +$6.45K ﹤0.01% 718
2020
Q1 		– Sell
-7,287
Closed -$310K – 812
2019
Q4 		$310K Hold
7,287
– – 0.11% 116
2019
Q3 		$289K Buy
+7,287
New +$288K 0.08% 126
2018
Q1 		– Sell
-442
Closed -$20K – 998
2017
Q4 		$20K Hold
442
– – 0.01% 501
2017
Q3 		$20K Buy
+442
New +$19K 0.01% 463

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

Plante Moran Financial Advisors's PXF Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 1,572 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #215.

Plante Moran Financial Advisors first reported a position in PXF in Q3 2017 and has held it in 16 quarters since. The position peaked at $310K in Q4 2019. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Plante Moran Financial Advisors held 1,572 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $110K as of Q1 2026.
  • Plante Moran Financial Advisors 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 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #215 holding.
  • Plante Moran Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2017 and has held it in 16 quarters since.
  • Plante Moran Financial Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $310K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.