Key Financial Inc’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Key Financial Inc’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	$868K	Buy	29,847 +4,133	+16%	+$120K	0.14%	131
2026 Q2	$717K	Buy	25,714 +18,474	+255%	+$527K	0.12%	149
2026 Q1	$195K	Buy	7,240 +5,700	+370%	+$156K	0.03%	295
2025 Q4	$39.7K	Buy	1,540 +1,470	+2,100%	+$37.9K	0.01%	578
2025 Q3	$1.79K	Hold	70	–	–	﹤0.01%	1206
2025 Q2	$1.64K	Hold	70	–	–	﹤0.01%	1209
2025 Q1	$1.52K	Buy	70 +9	+15%	+$193	﹤0.01%	1176
2024 Q4	$1.25K	Hold	61	–	–	﹤0.01%	1205
2024 Q3	$1.34K	Hold	61	–	–	﹤0.01%	1156
2024 Q2	$1.24K	Hold	61	–	–	﹤0.01%	1158
2024 Q1	$1.19K	Hold	61	–	–	﹤0.01%	1162
2023 Q4	$1.16K	Hold	61	–	–	﹤0.01%	1161
2023 Q3	$1.09K	Hold	61	–	–	﹤0.01%	1180
2023 Q2	$1.14K	Hold	61	–	–	﹤0.01%	1227
2023 Q1	$1.12K	Hold	61	–	–	﹤0.01%	1020
2022 Q4	$987	Hold	61	–	–	﹤0.01%	1036
2022 Q3	$1K	Hold	61	–	–	﹤0.01%	1067
2022 Q2	$1K	Hold	61	–	–	﹤0.01%	1047
2022 Q1	$1K	Buy	+61	New	+$1.33K	﹤0.01%	1030

Other funds holding PXH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Key Financial Inc's PXH Position: Q3 2026 in Review

Key Financial Inc increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 16% in Q3 2026, buying an estimated $120K and bringing the position to 29,847 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #131.

Key Financial Inc first reported a position in PXH in Q1 2022 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold PXH as of Q3 2026.

Key Financial Inc held 29,847 shares of Invesco FTSE RAFI Emerging Markets ETF worth $868K as of Q3 2026.
Key Financial Inc bought 4,133 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2026, an estimated $120K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.14% of Key Financial Inc's portfolio in Q3 2026, its #131 holding.
Key Financial Inc first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2022 and has held it in 19 quarters since.
149 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.