Johnson & White Wealth Management
PXH icon

Johnson & White Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Johnson & White 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
Q3 		$9M Buy
309,471
+1,835
+0.6% +$53.3K 3.27% 8
2026
Q2 		$8.58M Buy
307,636
+3,729
+1% +$106K 3.21% 8
2026
Q1 		$8.18M Buy
303,907
+11,814
+4% +$323K 3.46% 9
2025
Q4 		$7.54M Buy
292,093
+17,076
+6% +$440K 3.28% 10
2025
Q3 		$6.99M Buy
275,017
+5,498
+2% +$134K 3.2% 9
2025
Q2 		$6.3M Sell
269,519
-121
-0% -$2.66K 3.18% 9
2025
Q1 		$5.86M Buy
269,640
+12,400
+5% +$265K 3.29% 8
2024
Q4 		$5.23M Buy
257,240
+16,720
+7% +$357K 3.17% 8
2024
Q3 		$5.28M Buy
240,520
+15,592
+7% +$319K 4.54% 7
2024
Q2 		$4.56M Buy
224,928
+23,850
+12% +$482K 4.35% 7
2024
Q1 		$3.91M Buy
201,078
+28,804
+17% +$548K 2.85% 11
2023
Q4 		$3.29M Buy
172,274
+7,884
+5% +$143K 2.73% 11
2023
Q3 		$2.93M Buy
164,390
+2,443
+2% +$45.5K 2.65% 12
2023
Q2 		$3.02M Buy
161,947
+6,046
+4% +$112K 4.14% 9
2023
Q1 		$2.86M Buy
+155,901
New +$2.88M 2.55% 12
2022
Q4 		– Sell
-132,392
Closed -$2.14M – 114
2022
Q3 		$2.14M Buy
+132,392
New +$2.35M 2.42% 11

Other funds holding PXH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Johnson & White Wealth Management's PXH Position: Q3 2026 in Review

Johnson & White Wealth Management increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.6% in Q3 2026, buying an estimated $53.3K and bringing the position to 309,471 shares worth $9M. The position accounts for 3.27% of the portfolio, ranked #8.

Johnson & White Wealth Management first reported a position in PXH in Q3 2022 and has held it in 16 quarters since. 116 funds tracked by Wall St. Rank hold PXH as of Q3 2026.

  • Johnson & White Wealth Management held 309,471 shares of Invesco FTSE RAFI Emerging Markets ETF worth $9M as of Q3 2026.
  • Johnson & White Wealth Management bought 1,835 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2026, an estimated $53.3K.
  • Invesco FTSE RAFI Emerging Markets ETF made up 3.27% of Johnson & White Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Johnson & White Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.