Lido Advisors
PXH icon

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

Lido 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
Q3 		$430K Sell
14,797
-1,028
-6% -$29.8K ﹤0.01% 1552
2026
Q2 		$441K Buy
15,825
+1,364
+9% +$38.9K ﹤0.01% 1549
2026
Q1 		$389K Buy
14,461
+3,009
+26% +$82.3K ﹤0.01% 1436
2025
Q4 		$291K Buy
11,452
+1
+0% +$26 ﹤0.01% 1584
2025
Q3 		$291K Buy
11,451
+808
+8% +$19.7K ﹤0.01% 1503
2025
Q2 		$249K Buy
10,643
+928
+10% +$20.4K ﹤0.01% 1419
2025
Q1 		$211K Buy
+9,715
New +$208K ﹤0.01% 1367
2024
Q4 		– Sell
-9,186
Closed -$202K – 1581
2024
Q3 		$202K Buy
+9,186
New +$188K ﹤0.01% 1343

Other funds holding PXH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Axiom Financial Strategies
Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

Lido Advisors's PXH Position: Q3 2026 in Review

Lido Advisors reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 6.5% in Q3 2026, selling an estimated $29.8K and leaving 14,797 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Lido Advisors first reported a position in PXH in Q3 2024 and has held it in 8 quarters since. The position peaked at $441K in Q2 2026. 188 funds tracked by Wall St. Rank hold PXH as of Q3 2026.

  • Lido Advisors held 14,797 shares of Invesco FTSE RAFI Emerging Markets ETF worth $430K as of Q3 2026.
  • Lido Advisors sold 1,028 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2026, an estimated $29.8K.
  • Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1552 holding.
  • Lido Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $441K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.