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

Rollins 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 		$436K Buy
6,238
+2,371
+61% +$167K 0.07% 111
2025
Q4 		$253K Buy
3,867
+19
+0.5% +$1.2K 0.04% 139
2025
Q3 		$235K Buy
3,848
+11
+0.3% +$654 0.04% 136
2025
Q2 		$220K Buy
+3,837
New +$208K 0.04% 129

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

Rollins Financial Advisors's PXF Position: Q1 2026 in Review

Rollins Financial Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 61% in Q1 2026, buying an estimated $167K and bringing the position to 6,238 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #111.

Rollins Financial Advisors first reported a position in PXF in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Rollins Financial Advisors held 6,238 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $436K as of Q1 2026.
  • Rollins Financial Advisors bought 2,371 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2026, an estimated $167K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Rollins Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

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