Purchases and Sales Made in Q4 2025 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
31K+ 37.92% |
$1.87M - $1.99M
|
113K
$7.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.86K+ 8.67% |
$534K - $568K
|
111K
$7.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.18K+ 5.65% |
$191K - $204K
|
59.4K
$3.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.08KNew |
$186K - $198K
|
3.08K
$196K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.52K+ 3.1% |
$91.8K - $97.8K
|
50.7K
$3.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.18K+ 7.88% |
$71.1K - $75.7K
|
16.1K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
527+ 1.77% |
$31.8K - $33.8K
|
30.3K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
506+ 2.52% |
$30.5K - $32.5K
|
20.6K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
298+ 7.03% |
$18K - $19.1K
|
4.54K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
272+ 4.46% |
$16.4K - $17.4K
|
6.37K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
119+ 11.09% |
$7.17K - $7.63K
|
1.19K
$75.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104New |
$6.27K - $6.67K
|
104
$6.61K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
84+ 0.39% |
$5.06K - $5.39K
|
21.5K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.16% |
$121 - $128
|
174
$11.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.03% |
$181 - $192
|
10.9K
$693K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-65- 1.36% |
$3.92K - $4.17K
|
4.73K
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-209- 5.5% |
$12.6K - $13.4K
|
3.59K
$228K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-344- 2.77% |
$20.7K - $22.1K
|
12.1K
$769K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-441- 35.45% |
$26.6K - $28.3K
|
803
$51.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-492- 38.35% |
$29.6K - $31.6K
|
791
$50.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-676- 1.03% |
$40.7K - $43.4K
|
64.9K
$4.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 0.67% |
$92.8K - $98.9K
|
229K
$14.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-13.5K- 3.59% |
$811K - $863K
|
361K
$23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 24.17% |
$1.19M - $1.27M
|
62K
$3.94M
|
|