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

Modern 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 Q2	$215K	Sell	7,717 -208	-3%	-$5.93K	﹤0.01%	1011
2026 Q1	$212K	Hold	7,925	–	–	﹤0.01%	819
2025 Q4	$205K	Hold	7,925	–	–	﹤0.01%	807
2025 Q3	$201K	Buy	+7,925	New	+$193K	﹤0.01%	768

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Modern Wealth Management's PXH Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 2.6% in Q2 2026, selling an estimated $5.93K and leaving 7,717 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Modern Wealth Management first reported a position in PXH in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Modern Wealth Management held 7,717 shares of Invesco FTSE RAFI Emerging Markets ETF worth $215K as of Q2 2026.
Modern Wealth Management sold 208 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $5.93K.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1011 holding.
Modern Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.