Aries Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Aries Wealth Management’s Portfolio PXH Stock Details PXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.01M	Hold	215,564	–	–	1.18%	20
2026 Q1	$5.8M	Buy	215,564 +11,280	+6%	+$308K	1.28%	21
2025 Q4	$5.27M	Hold	204,284	–	–	1.17%	23
2025 Q3	$5.19M	Sell	204,284 -650	-0.3%	-$15.9K	1.23%	19
2025 Q2	$4.79M	Sell	204,934 -3,730	-2%	-$82.1K	1.25%	20
2025 Q1	$4.54M	Sell	208,664 -2,180	-1%	-$46.7K	1.23%	22
2024 Q4	$4.32M	Buy	210,844 +9,440	+5%	+$202K	1.19%	21
2024 Q3	$4.42M	Sell	201,404 -2,000	-1%	-$41K	1.22%	21
2024 Q2	$4.12M	Buy	203,404 +33,180	+19%	+$670K	1.3%	18
2024 Q1	$3.31M	Buy	170,224 +34,240	+25%	+$651K	1.07%	24
2023 Q4	$2.6M	Buy	135,984 +27,710	+26%	+$501K	0.93%	28
2023 Q3	$1.94M	Buy	108,274 +23,354	+28%	+$435K	0.76%	37
2023 Q2	$1.58M	Buy	84,920 +400	+0.5%	+$7.42K	0.61%	48
2023 Q1	$1.55M	Buy	84,520 +14,090	+20%	+$260K	0.64%	47
2022 Q4	$1.24M	Buy	70,430 +1,560	+2%	+$26.5K	0.53%	55
2022 Q3	$1.09M	Buy	68,870 +17,345	+34%	+$308K	0.48%	60
2022 Q2	$936K	Buy	+51,525	New	+$1M	0.43%	64
2022 Q1	–	Sell	-28,686	Closed	-$628K	–	185
2021 Q4	$628K	Buy	28,686 +10,944	+62%	+$245K	0.24%	95
2021 Q3	$396K	Buy	17,742 +5,804	+49%	+$132K	0.17%	122
2021 Q2	$279K	Buy	+11,938	New	+$277K	0.12%	142

Other funds holding PXH

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Aries Wealth Management's PXH Position: Q2 2026 in Review

Aries Wealth Management held its Invesco FTSE RAFI Emerging Markets ETF (PXH) position steady in Q2 2026 at 215,564 shares worth $6.01M. The position accounts for 1.18% of the portfolio, ranked #20.

Aries Wealth Management first reported a position in PXH in Q2 2021 and has held it in 20 quarters since. 234 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Aries Wealth Management held 215,564 shares of Invesco FTSE RAFI Emerging Markets ETF worth $6.01M as of Q2 2026.
Aries Wealth Management left its Invesco FTSE RAFI Emerging Markets ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI Emerging Markets ETF made up 1.18% of Aries Wealth Management's portfolio in Q2 2026, its #20 holding.
Aries Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2021 and has held it in 20 quarters since.
234 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.