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Retirement Planning Group (Kansas)’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Retirement Planning Group (Kansas)’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 		$6.09M Buy
87,083
+6,677
+8% +$471K 0.19% 51
2025
Q4 		$5.27M Sell
80,406
-968
-1% -$61.2K 0.17% 56
2025
Q3 		$4.98M Sell
81,374
-967
-1% -$57.5K 0.17% 56
2025
Q2 		$4.73M Sell
82,341
-628
-0.8% -$34.1K 0.2% 45
2025
Q1 		$4.31M Sell
82,969
-4,707
-5% -$240K 0.2% 44
2024
Q4 		$4.2M Buy
87,676
+69
+0.1% +$3.43K 0.21% 44
2024
Q3 		$4.57M Buy
87,607
+9,299
+12% +$467K 0.25% 49
2024
Q2 		$3.81M Sell
78,308
-3,794
-5% -$188K 0.24% 42
2024
Q1 		$4.08M Sell
82,102
-300
-0.4% -$14.3K 0.31% 40
2023
Q4 		$3.91M Sell
82,402
-9,007
-10% -$400K 0.35% 32
2023
Q3 		$3.98M Buy
91,409
+1,640
+2% +$73.8K 0.42% 26
2023
Q2 		$4.04M Sell
89,769
-2,400
-3% -$108K 0.4% 26
2023
Q1 		$4.06M Buy
92,169
+6,212
+7% +$274K 0.43% 24
2022
Q4 		$3.57M Sell
85,957
-13,475
-14% -$533K 0.41% 24
2022
Q3 		$3.49M Buy
99,432
+68,928
+226% +$2.71M 0.44% 22
2022
Q2 		$1.21M Buy
+30,504
New +$1.33M 0.15% 45

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

Retirement Planning Group (Kansas)'s PXF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 8.3% in Q1 2026, buying an estimated $471K and bringing the position to 87,083 shares worth $6.09M. The position accounts for 0.19% of the portfolio, ranked #51.

Retirement Planning Group (Kansas) first reported a position in PXF in Q2 2022 and has held it in 16 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Retirement Planning Group (Kansas) held 87,083 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $6.09M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 6,677 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $471K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.19% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #51 holding.
  • Retirement Planning Group (Kansas) first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2022 and has held it in 16 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.