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Spire Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Spire Wealth Management’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 		$187K Sell
2,471
-9
-0.4% -$677 0.01% 808
2026
Q1 		$173K Buy
2,480
+120
+5% +$8.47K 0.01% 828
2025
Q4 		$155K Hold
2,360
– – 0.01% 869
2025
Q3 		$144K Sell
2,360
-9,351
-80% -$556K ﹤0.01% 880
2025
Q2 		$245K Buy
11,711
+9,280
+382% +$503K 0.01% 708
2025
Q1 		$126K Buy
2,431
+589
+32% +$30K ﹤0.01% 951
2024
Q4 		$88.2K Buy
1,842
+306
+20% +$15.2K ﹤0.01% 1084
2024
Q3 		$80.1K Buy
1,536
+6
+0.4% +$302 ﹤0.01% 983
2024
Q2 		$74.5K Sell
1,530
-21,566
-93% -$1.07M ﹤0.01% 982
2024
Q1 		$1.15M Sell
23,096
-1,888
-8% -$89.9K 0.02% 348
2023
Q4 		$1.15M Buy
24,984
+2,410
+11% +$107K 0.04% 333
2023
Q3 		$983K Buy
22,574
+7,132
+46% +$321K 0.04% 333
2023
Q2 		$694K Buy
15,442
+620
+4% +$27.8K 0.03% 425
2023
Q1 		$653K Buy
14,822
+11,311
+322% +$499K 0.03% 435
2022
Q4 		$146K Buy
+3,511
New +$139K 0.01% 630
2022
Q3 		– Sell
-1,642
Closed -$65K – 2513
2022
Q2 		$65K Hold
1,642
– – ﹤0.01% 1187
2022
Q1 		$76K Sell
1,642
-160
-9% -$7.53K ﹤0.01% 1281
2021
Q4 		$85K Buy
1,802
+160
+10% +$7.61K ﹤0.01% 1479
2021
Q3 		$77K Hold
1,642
– – ﹤0.01% 1298
2021
Q2 		$79K Sell
1,642
-160
-9% -$7.76K ﹤0.01% 1294
2021
Q1 		$83K Buy
+1,802
New +$81.2K ﹤0.01% 1473

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

Spire Wealth Management's PXF Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.36% in Q2 2026, selling an estimated $677 and leaving 2,471 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #808.

Spire Wealth Management first reported a position in PXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2023. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

  • Spire Wealth Management held 2,471 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $187K as of Q2 2026.
  • Spire Wealth Management sold 9 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $677.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Spire Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.15M in Q4 2023.
  • 252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.