Bartlett & Co Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bartlett & Co 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 Q1	$827	Hold	29	–	–	﹤0.01%	1147
2025 Q4	$748	Hold	29	–	–	﹤0.01%	1156
2025 Q3	$737	Sell	29 -22	-43%	-$537	﹤0.01%	1130
2025 Q2	$1.19K	Sell	51 -226	-82%	-$4.98K	﹤0.01%	1136
2025 Q1	$6.02K	Hold	277	–	–	﹤0.01%	967
2024 Q4	$5.67K	Sell	277 -19	-6%	-$406	﹤0.01%	957
2024 Q3	$6.5K	Hold	296	–	–	﹤0.01%	953
2024 Q2	$5.99K	Sell	296 -483	-62%	-$9.76K	﹤0.01%	968
2024 Q1	$15.2K	Sell	779 -45	-5%	-$856	﹤0.01%	861
2023 Q4	$15.7K	Buy	824 +579	+236%	+$10.5K	﹤0.01%	922
2023 Q3	$4.37K	Buy	245 +19	+8%	+$354	﹤0.01%	1009
2023 Q2	$4.21K	Hold	226	–	–	﹤0.01%	1005
2023 Q1	$4.15K	Hold	226	–	–	﹤0.01%	920
2022 Q4	$3.98K	Hold	226	–	–	﹤0.01%	947
2022 Q3	$3.66K	Buy	+226	New	+$4.02K	﹤0.01%	973
2018 Q2	–	Sell	-436	Closed	-$10.3K	–	762
2018 Q1	$10.3K	Buy	+436	New	+$10.4K	﹤0.01%	607

Other funds holding PXH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's PXH Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Invesco FTSE RAFI Emerging Markets ETF (PXH) position steady in Q1 2026 at 29 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Bartlett & Co Wealth Management first reported a position in PXH in Q1 2018 and has held it in 16 quarters since. The position peaked at $15.7K in Q4 2023. 223 funds tracked by Wall St. Rank hold PXH as of Q1 2026.

Bartlett & Co Wealth Management held 29 shares of Invesco FTSE RAFI Emerging Markets ETF worth $827 as of Q1 2026.
Bartlett & Co Wealth Management left its Invesco FTSE RAFI Emerging Markets ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1147 holding.
Bartlett & Co Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2018 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $15.7K in Q4 2023.
223 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.