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

Summit Financial’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	$356K	Buy	+12,765	New	+$364K	﹤0.01%	1243
2022 Q4	–	Sell	-21,503	Closed	-$348K	–	264
2022 Q3	$348K	Hold	21,503	–	–	0.03%	201
2022 Q2	$391K	Hold	21,503	–	–	0.04%	173
2022 Q1	$448K	Hold	21,503	–	–	0.03%	187
2021 Q4	$471K	Hold	21,503	–	–	0.04%	172
2021 Q3	$480K	Buy	21,503 +9,151	+74%	+$208K	0.04%	145
2021 Q2	$288K	Buy	+12,352	New	+$287K	0.03%	134

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

Summit Financial's PXH Position: Q2 2026 in Review

Summit Financial opened a new position in Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2026: 12,765 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Summit Financial previously reported a position in PXH as recently as Q3 2022.

Summit Financial first reported a position in PXH in Q2 2021 and has held it in 7 quarters since. The position peaked at $480K in Q3 2021. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Summit Financial held 12,765 shares of Invesco FTSE RAFI Emerging Markets ETF worth $356K as of Q2 2026.
Invesco FTSE RAFI Emerging Markets ETF was a new Summit Financial position in Q2 2026.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1243 holding.
Summit Financial first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2021 and has held it in 7 quarters since.
Summit Financial's Invesco FTSE RAFI Emerging Markets ETF position peaked at $480K in Q3 2021.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.