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 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 $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Root Financial Partners's PXH Position: Q1 2026 in Review

Root Financial Partners increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 1.5% in Q1 2026, buying an estimated $1.89K and bringing the position to 4,716 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #479.

Root Financial Partners first reported a position in PXH in Q3 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold PXH as of Q1 2026.

Root Financial Partners held 4,716 shares of Invesco FTSE RAFI Emerging Markets ETF worth $127K as of Q1 2026.
Root Financial Partners bought 69 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2026, an estimated $1.89K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #479 holding.
Root Financial Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
223 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.