Steward Partners Investment Advisory’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Steward Partners Investment Advisory’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	$5.8K	Hold	83	–	–	﹤0.01%	3749
2025 Q4	$5.44K	Hold	83	–	–	﹤0.01%	3668
2025 Q3	$5.08K	Hold	83	–	–	﹤0.01%	3650
2025 Q2	$4.77K	Sell	83 -353	-81%	-$19.2K	﹤0.01%	3497
2025 Q1	$22.7K	Hold	436	–	–	﹤0.01%	2755
2024 Q4	$20.9K	Buy	436 +353	+425%	+$17.5K	﹤0.01%	2771
2024 Q3	$4.33K	Sell	83 -493	-86%	-$24.8K	﹤0.01%	3230
2024 Q2	$28K	Hold	576	–	–	﹤0.01%	2374
2024 Q1	$28.6K	Buy	576 +493	+594%	+$23.5K	﹤0.01%	2362
2023 Q4	$3.93K	Hold	83	–	–	﹤0.01%	3050
2023 Q3	$3.61K	Hold	83	–	–	﹤0.01%	2925
2023 Q2	$3.73K	Hold	83	–	–	﹤0.01%	2885
2023 Q1	$3.66K	Hold	83	–	–	﹤0.01%	2886
2022 Q4	$3.45K	Buy	+83	New	+$3.28K	﹤0.01%	2893

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Partners Investment Advisory's PXF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 83 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Steward Partners Investment Advisory first reported a position in PXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.6K in Q1 2024. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

Steward Partners Investment Advisory held 83 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $5.8K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #3749 holding.
Steward Partners Investment Advisory first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $28.6K in Q1 2024.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.