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Atria Investments’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-38,342
Closed -$776K – 2024
2024
Q2 		$776K Sell
38,342
-15,207
-28% -$307K 0.01% 1067
2024
Q1 		$1.04M Buy
+53,549
New +$1.02M 0.01% 942
2017
Q4 		– Sell
-12,090
Closed -$258K – 871
2017
Q3 		$258K Buy
12,090
+1,203
+11% +$25.6K 0.01% 651
2017
Q2 		$216K Sell
10,887
-399
-4% -$7.95K 0.01% 675
2017
Q1 		$224K Buy
+11,286
New +$222K 0.01% 620

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return