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 Q2	$662K	Sell	23,742 -571	-2%	-$16.3K	0.32%	32
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 $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

Sard Wealth Management Group's PXH Position: Q2 2026 in Review

Sard Wealth Management Group reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 2.3% in Q2 2026, selling an estimated $16.3K and leaving 23,742 shares worth $662K. The position accounts for 0.32% of the portfolio, ranked #32.

Sard Wealth Management Group first reported a position in PXH in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Sard Wealth Management Group held 23,742 shares of Invesco FTSE RAFI Emerging Markets ETF worth $662K as of Q2 2026.
Sard Wealth Management Group sold 571 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $16.3K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.32% of Sard Wealth Management Group's portfolio in Q2 2026, its #32 holding.
Sard Wealth Management Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.