PWPS
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Pinnacle Wealth Planning Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$54 Hold
2
– – ﹤0.01% 2722
2025
Q4 		$52 Buy
+2
New +$52 ﹤0.01% 2741

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's PXH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Invesco FTSE RAFI Emerging Markets ETF (PXH) position steady in Q1 2026 at 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Pinnacle Wealth Planning Services first reported a position in PXH in Q4 2025 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold PXH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Invesco FTSE RAFI Emerging Markets ETF worth $54 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Invesco FTSE RAFI Emerging Markets ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2722 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.