WPG Advisers’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

WPG Advisers’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
2025 Q4	–	Sell	-195	Closed	-$11.9K	–	1521
2025 Q3	$11.9K	Hold	195	–	–	0.01%	649
2025 Q2	$11.2K	Hold	195	–	–	0.01%	626
2025 Q1	$10.1K	Hold	195	–	–	0.01%	643
2024 Q4	$9.34K	Buy	+195	New	+$9.69K	0.01%	647

Other funds holding PXF

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

JWWM

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

WPG Advisers's PXF Position: Q4 2025 in Review

WPG Advisers sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2025, closing a stake of 195 shares — an estimated $11.9K sold.

WPG Advisers first reported a position in PXF in Q4 2024 and held it in 4 quarters. The position peaked at $11.9K in Q3 2025. 235 funds tracked by Wall St. Rank hold PXF as of Q4 2025.

WPG Advisers reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2025 after selling out during the quarter.
WPG Advisers sold 195 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2025, an estimated $11.9K.
WPG Advisers first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2024 and held it in 4 quarters.
WPG Advisers's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $11.9K in Q3 2025.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.