Root Financial Partners
PXF icon

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

Root Financial Partners’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 		$440K Buy
5,766
+688
+14% +$53.5K 0.01% 242
2026
Q2 		$384K Buy
5,078
+742
+17% +$55.8K 0.01% 237
2026
Q1 		$303K Hold
4,336
– – 0.01% 246
2025
Q4 		$284K Buy
4,336
+151
+4% +$9.5K 0.01% 236
2025
Q3 		$256K Buy
+4,185
New +$249K 0.02% 231

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
First American Trust
First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's PXF Position: Q3 2026 in Review

Root Financial Partners increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 14% in Q3 2026, buying an estimated $53.5K and bringing the position to 5,766 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #242.

Root Financial Partners first reported a position in PXF in Q3 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold PXF as of Q3 2026.

  • Root Financial Partners held 5,766 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $440K as of Q3 2026.
  • Root Financial Partners bought 688 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2026, an estimated $53.5K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #242 holding.
  • Root Financial Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.