Root Financial Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Root Financial Partners’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	$238K	Buy	+8,187	New	+$238K	0.01%	381
2026 Q2	–	Sell	-4,716	Closed	-$127K	–	2492
2026 Q1	$127K	Buy	4,716 +69	+1%	+$1.89K	0.01%	479
2025 Q4	$120K	Buy	4,647 +1,710	+58%	+$44.1K	0.01%	410
2025 Q3	$74.7K	Buy	+2,937	New	+$71.6K	﹤0.01%	533

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

Root Financial Partners's PXH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2026: 8,187 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PXH as recently as Q1 2026.

Root Financial Partners first reported a position in PXH in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold PXH as of Q3 2026.

Root Financial Partners held 8,187 shares of Invesco FTSE RAFI Emerging Markets ETF worth $238K as of Q3 2026.
Invesco FTSE RAFI Emerging Markets ETF was a new Root Financial Partners position in Q3 2026.
Invesco FTSE RAFI Emerging Markets ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #381 holding.
Root Financial Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.