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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
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% +$9.54K 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 $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Root Financial Partners's PXF Position: Q2 2026 in Review

Root Financial Partners increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 17% in Q2 2026, buying an estimated $55.8K and bringing the position to 5,078 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #237.

Root Financial Partners first reported a position in PXF in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Root Financial Partners held 5,078 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $384K as of Q2 2026.
  • Root Financial Partners bought 742 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $55.8K.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #237 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 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.