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

Golden State 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	$103K	Sell	3,835 -1,804	-32%	-$49.3K	0.01%	517
2025 Q4	$146K	Sell	5,639 -2,164	-28%	-$55.8K	0.02%	445
2025 Q3	$198K	Sell	7,803 -732	-9%	-$17.9K	0.02%	381
2025 Q2	$200K	Buy	8,535 +3,427	+67%	+$75.5K	0.02%	358
2025 Q1	$111K	Buy	5,108 +5,107	+510,700%	+$109K	0.02%	421
2024 Q4	$20	Buy	+1	New	+$21	﹤0.01%	1505

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

Golden State Wealth Management's PXH Position: Q1 2026 in Review

Golden State Wealth Management reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 32% in Q1 2026, selling an estimated $49.3K and leaving 3,835 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #517.

Golden State Wealth Management first reported a position in PXH in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q2 2025. 223 funds tracked by Wall St. Rank hold PXH as of Q1 2026.

Golden State Wealth Management held 3,835 shares of Invesco FTSE RAFI Emerging Markets ETF worth $103K as of Q1 2026.
Golden State Wealth Management sold 1,804 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2026, an estimated $49.3K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #517 holding.
Golden State Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $200K in Q2 2025.
223 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.