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

WealthShield 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 Q1	$33.7K	Hold	482	–	–	﹤0.01%	470
2025 Q4	$31.6K	Buy	482 +25	+5%	+$1.58K	﹤0.01%	461
2025 Q3	$28K	Hold	457	–	–	﹤0.01%	462
2025 Q2	$26.2K	Sell	457 -15	-3%	-$814	﹤0.01%	454
2025 Q1	$24.5K	Hold	472	–	–	﹤0.01%	450
2024 Q4	$22.6K	Hold	472	–	–	﹤0.01%	416
2024 Q3	$24.6K	Hold	472	–	–	﹤0.01%	417
2024 Q2	$23K	Hold	472	–	–	﹤0.01%	394
2024 Q1	$23.4K	Buy	472 +20	+4%	+$952	﹤0.01%	388
2023 Q4	$21.4K	Hold	452	–	–	﹤0.01%	406
2023 Q3	$19.7K	Hold	452	–	–	﹤0.01%	415
2023 Q2	$20.3K	Hold	452	–	–	﹤0.01%	419
2023 Q1	$19.9K	Buy	+452	New	+$19.9K	﹤0.01%	414
2018 Q4	–	Sell	-14	Closed	-$1K	–	274
2018 Q3	$1K	Buy	+14	New	+$604	﹤0.01%	254

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

WealthShield Partners's PXF Position: Q1 2026 in Review

WealthShield Partners held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 482 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

WealthShield Partners first reported a position in PXF in Q3 2018 and has held it in 14 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

WealthShield Partners held 482 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $33.7K as of Q1 2026.
WealthShield Partners 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 WealthShield Partners's portfolio in Q1 2026, its #470 holding.
WealthShield Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2018 and has held it in 14 quarters since.
242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.