Carson Wealth (CWM LLC)’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $228K | Buy |
8,456
+2,105
| +33% | +$57.5K | ﹤0.01% | 2625 |
|
|
2025
Q4 | $164K | Buy |
6,351
+1,821
| +40% | +$46.9K | ﹤0.01% | 2723 |
|
|
2025
Q3 | $115K | Buy |
4,530
+210
| +5% | +$5.12K | ﹤0.01% | 2870 |
|
|
2025
Q2 | $101K | Sell |
4,320
-78
| -2% | -$1.72K | ﹤0.01% | 2715 |
|
|
2025
Q1 | $96K | Hold |
4,398
| – | – | ﹤0.01% | 2458 |
|
|
2024
Q4 | $90K | Buy |
4,398
+1,303
| +42% | +$27.8K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $68K | Sell |
3,095
-4,230
| -58% | -$86.7K | ﹤0.01% | 2462 |
|
|
2024
Q2 | $148K | Buy |
7,325
+98
| +1% | +$1.98K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $141K | Sell |
7,227
-381
| -5% | -$7.25K | ﹤0.01% | 1683 |
|
|
2023
Q4 | $145K | Buy |
7,608
+1,632
| +27% | +$29.5K | ﹤0.01% | 1567 |
|
|
2023
Q3 | $106K | Sell |
5,976
-509
| -8% | -$9.47K | ﹤0.01% | 1590 |
|
|
2023
Q2 | $121K | Buy |
6,485
+6,193
| +2,121% | +$115K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $5K | Sell |
292
-22
| -7% | -$407 | ﹤0.01% | 3313 |
|
|
2022
Q4 | $6K | Sell |
314
-30
| -9% | -$510 | ﹤0.01% | 3105 |
|
|
2022
Q3 | $6K | Sell |
344
-1
| -0.3% | -$18 | ﹤0.01% | 2999 |
|
|
2022
Q2 | $6K | Buy |
345
+176
| +104% | +$3.42K | ﹤0.01% | 2914 |
|
|
2022
Q1 | $4K | Buy |
169
+1
| +0.6% | +$22 | ﹤0.01% | 2952 |
|
|
2021
Q4 | $4K | Buy |
+168
| New | +$3.75K | ﹤0.01% | 2870 |
|
|
2021
Q2 | $4K | Hold |
168
| – | – | ﹤0.01% | 2461 |
|
|
2021
Q1 | $4K | Hold |
168
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q4 | $4K | Hold |
168
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q2 | $4K | Hold |
168
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q1 | $4K | Hold |
168
| – | – | ﹤0.01% | 2460 |
|
|
2019
Q4 | $4K | Hold |
168
| – | – | ﹤0.01% | 2459 |
|
|
2019
Q3 | $4K | Hold |
168
| – | – | ﹤0.01% | 2459 |
|
|
2019
Q2 | $4K | Hold |
168
| – | – | ﹤0.01% | 2459 |
|
|
2019
Q1 | $4K | Buy |
+168
| New | +$3.57K | ﹤0.01% | 2457 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | – | – | 1552 |
|
|
2017
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q2 | $0 | Buy |
+15
| New | +$299 | ﹤0.01% | 1283 |
|
|
2016
Q1 | – | Sell |
-10,369
| Closed | -$145K | – | 804 |
|
|
2015
Q4 | $145K | Buy |
10,369
+700
| +7% | +$10.6K | 0.01% | 242 |
|
|
2015
Q3 | $139K | Buy |
+9,669
| New | +$159K | 0.01% | 225 |
|
Other funds holding PXH
Carson Wealth (CWM LLC)'s PXH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 33% in Q1 2026, buying an estimated $57.5K and bringing the position to 8,456 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.
Carson Wealth (CWM LLC) first reported a position in PXH in Q3 2015 and has held it in 32 quarters since. 224 funds tracked by Wall St. Rank hold PXH as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,456 shares of Invesco FTSE RAFI Emerging Markets ETF worth $228K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,105 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2026, an estimated $57.5K.
- Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2625 holding.
- Carson Wealth (CWM LLC) first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2015 and has held it in 32 quarters since.
- 224 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.