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Edge Financial Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Edge Financial Advisors’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
2025
Q1 		– Sell
-85,307
Closed -$1.75M – 115
2024
Q4 		$1.75M Sell
85,307
-4,501
-5% -$96.1K 1.56% 22
2024
Q3 		$1.97M Buy
89,808
+15,925
+22% +$326K 1.75% 20
2024
Q2 		$1.5M Buy
73,883
+33,023
+81% +$667K 1.55% 23
2024
Q1 		$796K Buy
+40,860
New +$777K 0.7% 46

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Edge Financial Advisors's PXH Position: Q1 2025 in Review

Edge Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2025, closing a stake of 85,307 shares — an estimated $1.75M sold.

Edge Financial Advisors first reported a position in PXH in Q1 2024 and held it in 4 quarters. The position peaked at $1.97M in Q3 2024. 183 funds tracked by Wall St. Rank hold PXH as of Q1 2025.

  • Edge Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 85,307 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2025, an estimated $1.75M.
  • Edge Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2024 and held it in 4 quarters.
  • Edge Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.97M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.