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JFS Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

JFS Wealth 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
2026
Q2 		$394K Buy
14,147
+798
+6% +$22.8K 0.02% 254
2026
Q1 		$359K Sell
13,349
-438
-3% -$12K 0.02% 258
2025
Q4 		$356K Sell
13,787
-330
-2% -$8.5K 0.02% 255
2025
Q3 		$359K Sell
14,117
-109
-0.8% -$2.66K 0.02% 258
2025
Q2 		$333K Buy
14,226
+14
+0.1% +$308 0.02% 248
2025
Q1 		$309K Buy
14,212
+600
+4% +$12.8K 0.02% 255
2024
Q4 		$279K Sell
13,612
-921
-6% -$19.7K 0.02% 256
2024
Q3 		$319K Buy
14,533
+657
+5% +$13.5K 0.02% 243
2024
Q2 		$281K Sell
13,876
-1,594
-10% -$32.2K 0.02% 205
2024
Q1 		$301K Sell
15,470
-436
-3% -$8.29K 0.02% 201
2023
Q4 		$304K Sell
15,906
-529
-3% -$9.56K 0.03% 188
2023
Q3 		$293K Sell
16,435
-928
-5% -$17.3K 0.03% 182
2023
Q2 		$324K Sell
17,363
-51
-0.3% -$946 0.03% 172
2023
Q1 		$320K Sell
17,414
-146
-0.8% -$2.7K 0.03% 172
2022
Q4 		$309K Sell
17,560
-4,126
-19% -$70.2K 0.03% 178
2022
Q3 		$351K Sell
21,686
-1,648
-7% -$29.3K 0.04% 166
2022
Q2 		$424K Sell
23,334
-462
-2% -$8.98K 0.04% 152
2022
Q1 		$495K Sell
23,796
-1,074
-4% -$23.4K 0.05% 159
2021
Q4 		$544K Buy
24,870
+53
+0.2% +$1.19K 0.05% 153
2021
Q3 		$554K Sell
24,817
-746
-3% -$17K 0.06% 144
2021
Q2 		$597K Buy
25,563
+22
+0.1% +$511 0.09% 104
2021
Q1 		$575K Sell
25,541
-4,213
-14% -$94.5K 0.12% 93
2020
Q4 		$630K Sell
29,754
-7,713
-21% -$149K 0.13% 87
2020
Q3 		$658K Sell
37,467
-1,030
-3% -$18.9K 0.16% 82
2020
Q2 		$666K Sell
38,497
-15,086
-28% -$252K 0.17% 80
2020
Q1 		$827K Buy
53,583
+1,376
+3% +$27.1K 0.25% 70
2019
Q4 		$1.16M Sell
52,207
-730
-1% -$15.4K 0.29% 65
2019
Q3 		$1.06M Buy
52,937
+366
+0.7% +$7.55K 0.27% 70
2019
Q2 		$1.14M Sell
52,571
-4,243
-7% -$90.3K 0.29% 63
2019
Q1 		$1.22M Sell
56,814
-19,298
-25% -$411K 0.32% 61
2018
Q4 		$1.5M Sell
76,112
-3,954
-5% -$80K 0.4% 53
2018
Q3 		$1.69M Sell
80,066
-5,832
-7% -$123K 0.44% 46
2018
Q2 		$1.78M Sell
85,898
-12,252
-12% -$272K 0.47% 44
2018
Q1 		$2.31M Sell
98,150
-26,119
-21% -$622K 0.61% 38
2017
Q4 		$2.77M Sell
124,269
-3,261
-3% -$70.8K 0.68% 33
2017
Q3 		$2.72M Sell
127,530
-5,794
-4% -$123K 0.7% 32
2017
Q2 		$2.65M Sell
133,324
-11,280
-8% -$225K 0.73% 34
2017
Q1 		$2.63M Hold
144,604
– – 0.71% 37
2016
Q4 		$2.63M Sell
144,604
-14,157
-9% -$258K 0.71% 37
2016
Q3 		$2.85M Sell
158,761
-25,913
-14% -$455K 0.81% 34
2016
Q2 		$3M Sell
184,674
-3,223
-2% -$50.3K 0.83% 30
2016
Q1 		$2.93M Buy
187,897
+5,786
+3% +$79.3K 0.86% 29
2015
Q4 		$2.54M Sell
182,111
-4,155
-2% -$62.7K 0.73% 33
2015
Q3 		$2.68M Buy
186,266
+20,098
+12% +$330K 1.18% 24
2015
Q2 		$3.2M Buy
166,168
+7,078
+4% +$142K 1.64% 17
2015
Q1 		$2.94M Sell
159,090
-930
-0.6% -$17.4K 1.38% 20
2014
Q4 		$2.98M Buy
160,020
+10,421
+7% +$204K 0.47% 20
2014
Q3 		$3.03M Buy
149,599
+8,862
+6% +$195K 0.53% 19
2014
Q2 		$3M Buy
140,737
+4,168
+3% +$86.8K 0.55% 18
2014
Q1 		$2.71M Buy
136,569
+22,860
+20% +$435K 1.5% 18
2013
Q4 		$2.33M Buy
113,709
+24,287
+27% +$504K 1.01% 25
2013
Q3 		$1.81M Buy
89,422
+23,324
+35% +$461K 0.85% 27
2013
Q2 		$1.27M Buy
+66,098
New +$1.38M 0.64% 37

Other funds holding PXH

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

JFS Wealth Advisors's PXH Position: Q2 2026 in Review

JFS Wealth Advisors increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 6% in Q2 2026, buying an estimated $22.8K and bringing the position to 14,147 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #254.

JFS Wealth Advisors first reported a position in PXH in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.2M in Q2 2015. 90 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

  • JFS Wealth Advisors held 14,147 shares of Invesco FTSE RAFI Emerging Markets ETF worth $394K as of Q2 2026.
  • JFS Wealth Advisors bought 798 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $22.8K.
  • Invesco FTSE RAFI Emerging Markets ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • JFS Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.2M in Q2 2015.
  • 90 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.