Wealth Enhancement Advisory Services
PXH icon

Wealth Enhancement Advisory Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.65M Buy
92,820
+12,711
+16% +$363K ﹤0.01% 1390
2026
Q1 		$2.15M Sell
80,109
-64,535
-45% -$1.76M ﹤0.01% 1358
2025
Q4 		$3.85M Buy
144,644
+1,361
+0.9% +$35.1K 0.01% 1154
2025
Q3 		$3.65M Buy
143,283
+7,521
+6% +$183K 0.01% 1121
2025
Q2 		$3.22M Sell
135,762
-156,315
-54% -$3.44M 0.01% 1112
2025
Q1 		$6.35M Buy
292,077
+37,507
+15% +$803K 0.01% 738
2024
Q4 		$5.21M Buy
254,570
+1,594
+0.6% +$34K 0.01% 781
2024
Q3 		$5.55M Buy
252,976
+17,888
+8% +$366K 0.01% 691
2024
Q2 		$4.76M Sell
235,088
-4,487
-2% -$90.7K 0.01% 705
2024
Q1 		$4.66M Sell
239,575
-42,978
-15% -$817K 0.01% 683
2023
Q4 		$5.4M Buy
282,553
+5,906
+2% +$107K 0.02% 591
2023
Q3 		$4.93M Buy
+276,647
New +$5.15M 0.02% 585

Other funds holding PXH

PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return