Arax Advisory Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Arax Advisory Partners’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
2023 Q4	–	Sell	-3	Closed	-$55	–	1403
2023 Q3	$55	Buy	+3	New	+$56	﹤0.01%	1304
2023 Q1	–	Sell	-20	Closed	-$352	–	1302
2022 Q4	$352	Buy	+20	New	+$340	﹤0.01%	1207

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arax Advisory Partners's PXH Position: Q4 2023 in Review

Arax Advisory Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2023, closing a stake of 3 shares — an estimated $55 sold.

Arax Advisory Partners first reported a position in PXH in Q4 2022 and held it in 2 quarters. The position peaked at $352 in Q4 2022. 156 funds tracked by Wall St. Rank hold PXH as of Q4 2023.

Arax Advisory Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Arax Advisory Partners sold 3 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2023, an estimated $55.
Arax Advisory Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and held it in 2 quarters.
Arax Advisory Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $352 in Q4 2022.
156 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2023.

Based on Arax Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.