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 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

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

Root Financial Partners's PXH Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2026, closing a stake of 4,716 shares — an estimated $127K sold.

Root Financial Partners first reported a position in PXH in Q3 2025 and held it in 3 quarters. The position peaked at $127K in Q1 2026. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Root Financial Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,716 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $127K.
Root Financial Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $127K in Q1 2026.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.