Three Bridge Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Three Bridge Wealth 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	$5.99M	Buy	79,227 +106	+0.1%	+$7.97K	1.5%	18
2026 Q1	$5.53M	Sell	79,121 -953	-1%	-$67.3K	1.52%	19
2025 Q4	$5.25M	Sell	80,074 -567	-0.7%	-$35.8K	1.38%	18
2025 Q3	$4.93M	Buy	80,641 +18,281	+29%	+$1.09M	1.27%	18
2025 Q2	$3.58M	Buy	62,360 +38,219	+158%	+$2.07M	0.94%	22
2025 Q1	$1.26M	Buy	24,141 +42	+0.2%	+$2.14K	0.44%	39
2024 Q4	$1.15M	Buy	24,099 +345	+1%	+$17.1K	0.4%	39
2024 Q3	$1.24M	Buy	23,754 +33	+0.1%	+$1.66K	0.46%	38
2024 Q2	$1.15M	Sell	23,721 -158	-0.7%	-$7.83K	0.46%	37
2024 Q1	$1.19M	Sell	23,879 -837	-3%	-$39.8K	0.47%	36
2023 Q4	$1.17M	Buy	24,716 +33	+0.1%	+$1.47K	0.41%	35
2023 Q3	$1.07M	Buy	24,683 +1,799	+8%	+$81K	0.45%	42
2023 Q2	$1.03M	Buy	22,884 +2,039	+10%	+$91.4K	0.44%	43
2023 Q1	$918K	Buy	20,845 +1,602	+8%	+$70.6K	0.43%	48
2022 Q4	$799K	Buy	19,243 +1,469	+8%	+$58.1K	0.43%	44
2022 Q3	$624K	Buy	17,774 +639	+4%	+$25.1K	0.32%	51
2022 Q2	$682K	Sell	17,135 -1,624	-9%	-$70.7K	0.33%	51
2022 Q1	$865K	Buy	+18,759	New	+$882K	0.24%	48

Other funds holding PXF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Three Bridge Wealth Advisors's PXF Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.13% in Q2 2026, buying an estimated $7.97K and bringing the position to 79,227 shares worth $5.99M. The position accounts for 1.5% of the portfolio, ranked #18.

Three Bridge Wealth Advisors first reported a position in PXF in Q1 2022 and has held it in 18 quarters since. 251 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Three Bridge Wealth Advisors held 79,227 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $5.99M as of Q2 2026.
Three Bridge Wealth Advisors bought 106 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $7.97K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 1.5% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Three Bridge Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2022 and has held it in 18 quarters since.
251 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.