Sard Wealth Management Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Sard Wealth Management Group’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	$654K	Buy	24,313 +87	+0.4%	+$2.38K	0.36%	29
2025 Q4	$625K	Buy	24,226 +247	+1%	+$6.37K	0.34%	30
2025 Q3	$610K	Buy	23,979 +8,731	+57%	+$213K	0.35%	28
2025 Q2	$357K	Buy	15,248 +56	+0.4%	+$1.23K	0.22%	35
2025 Q1	$330K	Buy	15,192 +44	+0.3%	+$942	0.22%	33
2024 Q4	$310K	Buy	15,148 +80	+0.5%	+$1.71K	0.21%	32
2024 Q3	$331K	Buy	15,068 +121	+0.8%	+$2.48K	0.22%	33
2024 Q2	$303K	Buy	14,947 +116	+0.8%	+$2.34K	0.21%	35
2024 Q1	$289K	Buy	14,831 +27	+0.2%	+$514	0.26%	33
2023 Q4	$283K	Buy	+14,804	New	+$268K	0.29%	31

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

Sard Wealth Management Group's PXH Position: Q1 2026 in Review

Sard Wealth Management Group increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.36% in Q1 2026, buying an estimated $2.38K and bringing the position to 24,313 shares worth $654K. The position accounts for 0.36% of the portfolio, ranked #29.

Sard Wealth Management Group first reported a position in PXH in Q4 2023 and has held it in 10 quarters since. 223 funds tracked by Wall St. Rank hold PXH as of Q1 2026.

Sard Wealth Management Group held 24,313 shares of Invesco FTSE RAFI Emerging Markets ETF worth $654K as of Q1 2026.
Sard Wealth Management Group bought 87 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2026, an estimated $2.38K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.36% of Sard Wealth Management Group's portfolio in Q1 2026, its #29 holding.
Sard Wealth Management Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
223 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.