AWM
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Altium Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Altium Wealth 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
2021
Q3 		– Sell
-13,061
Closed -$305K – 385
2021
Q2 		$305K Hold
13,061
– – 0.02% 313
2021
Q1 		$294K Buy
+13,061
New +$293K 0.02% 305

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altium Wealth Management's PXH Position: Q3 2021 in Review

Altium Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2021, closing a stake of 13,061 shares — an estimated $305K sold.

Altium Wealth Management first reported a position in PXH in Q1 2021 and held it in 2 quarters. The position peaked at $305K in Q2 2021. 136 funds tracked by Wall St. Rank hold PXH as of Q3 2021.

  • Altium Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 13,061 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2021, an estimated $305K.
  • Altium Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2021 and held it in 2 quarters.
  • Altium Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $305K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.