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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
Q1 		$303K Hold
4,336
– – 0.01% 246
2025
Q4 		$284K Buy
4,336
+151
+4% +$9.54K 0.01% 236
2025
Q3 		$256K Buy
+4,185
New +$249K 0.02% 231

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

Root Financial Partners's PXF Position: Q1 2026 in Review

Root Financial Partners held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 4,336 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #246.

Root Financial Partners first reported a position in PXF in Q3 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Root Financial Partners held 4,336 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $303K as of Q1 2026.
  • Root Financial Partners 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 Root Financial Partners's portfolio in Q1 2026, its #246 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 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.