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

Trademark Financial Management’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 		$3.16M Buy
113,392
+87,016
+330% +$2.48M 1.29% 21
2026
Q1 		$710K Sell
26,376
-19,217
-42% -$525K 0.35% 51
2025
Q4 		$1.18M Buy
45,593
+4,416
+11% +$114K 0.65% 33
2025
Q3 		$1.05M Buy
41,177
+3,870
+10% +$94.4K 0.61% 39
2025
Q2 		$873K Buy
37,307
+2,580
+7% +$56.8K 0.53% 42
2025
Q1 		$755K Buy
34,727
+23,425
+207% +$501K 0.58% 41
2024
Q4 		$231K Sell
11,302
-17,343
-61% -$370K 0.18% 84
2024
Q3 		$629K Buy
+28,645
New +$587K 0.5% 45

Other funds holding PXH

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trademark Financial Management's PXH Position: Q2 2026 in Review

Trademark Financial Management increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 330% in Q2 2026, buying an estimated $2.48M and bringing the position to 113,392 shares worth $3.16M. The position accounts for 1.29% of the portfolio, ranked #21.

Trademark Financial Management first reported a position in PXH in Q3 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

  • Trademark Financial Management held 113,392 shares of Invesco FTSE RAFI Emerging Markets ETF worth $3.16M as of Q2 2026.
  • Trademark Financial Management bought 87,016 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $2.48M.
  • Invesco FTSE RAFI Emerging Markets ETF made up 1.29% of Trademark Financial Management's portfolio in Q2 2026, its #21 holding.
  • Trademark Financial Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.