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

RTD 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 Q2	$9.61M	Sell	126,990 -1,978	-2%	-$149K	1.05%	33
2026 Q1	$9.01M	Sell	128,968 -8,226	-6%	-$581K	1.11%	33
2025 Q4	$8.99M	Sell	137,194 -8,561	-6%	-$541K	1.1%	34
2025 Q3	$8.92M	Sell	145,755 -3,305	-2%	-$196K	1.07%	33
2025 Q2	$8.56M	Sell	149,060 -3,298	-2%	-$179K	1.1%	33
2025 Q1	$7.92M	Sell	152,358 -2,720	-2%	-$139K	1.06%	31
2024 Q4	$7.43M	Sell	155,078 -196	-0.1%	-$9.73K	0.95%	32
2024 Q3	$8.09M	Sell	155,274 -1,387	-0.9%	-$69.7K	1.02%	32
2024 Q2	$7.63M	Sell	156,661 -2,133	-1%	-$106K	1.03%	31
2024 Q1	$7.88M	Sell	158,794 -1,974	-1%	-$94K	1.06%	31
2023 Q4	$7.62M	Sell	160,768 -1,520	-0.9%	-$67.5K	1.07%	31
2023 Q3	$7.06M	Sell	162,288 -2,433	-1%	-$110K	1.08%	31
2023 Q2	$7.41M	Sell	164,721 -782	-0.5%	-$35K	1.08%	31
2023 Q1	$7.29M	Sell	165,503 -5,495	-3%	-$242K	1.13%	27
2022 Q4	$7.1M	Sell	170,998 -526	-0.3%	-$20.8K	1.16%	26
2022 Q3	$6.02M	Sell	171,524 -8,384	-5%	-$329K	1.11%	26
2022 Q2	$7.16M	Buy	179,908 +13,580	+8%	+$591K	1.1%	27
2022 Q1	$7.67M	Buy	166,328 +11,388	+7%	+$536K	1.04%	26
2021 Q4	$7.34M	Buy	+154,940	New	+$7.37M	0.96%	26

Other funds holding PXF

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TFS

Targeted Financial Services Seminole, Florida $136M AUM

RTD Financial Advisors's PXF Position: Q2 2026 in Review

RTD Financial Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.5% in Q2 2026, selling an estimated $149K and leaving 126,990 shares worth $9.61M. The position accounts for 1.05% of the portfolio, ranked #33.

RTD Financial Advisors first reported a position in PXF in Q4 2021 and has held it in 19 quarters since. 34 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

RTD Financial Advisors held 126,990 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $9.61M as of Q2 2026.
RTD Financial Advisors sold 1,978 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $149K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 1.05% of RTD Financial Advisors's portfolio in Q2 2026, its #33 holding.
RTD Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2021 and has held it in 19 quarters since.
34 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.