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Mount Yale Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Mount Yale Investment 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 		– Sell
-12,900
Closed -$347K – 1256
2026
Q1 		$347K Buy
+12,900
New +$353K 0.01% 835

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's PXH Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2026, closing a stake of 12,900 shares — an estimated $347K sold.

Mount Yale Investment Advisors first reported a position in PXH in Q1 2026 and held it in 1 quarter. The position peaked at $347K in Q1 2026. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,900 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $347K.
  • Mount Yale Investment Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2026 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $347K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.