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

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Investments's PXH Position: Q3 2024 in Review

Atria Investments sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2024, closing a stake of 38,342 shares — an estimated $776K sold.

Atria Investments first reported a position in PXH in Q1 2017 and held it in 5 quarters. The position peaked at $1.04M in Q1 2024. 153 funds tracked by Wall St. Rank hold PXH as of Q3 2024.

Atria Investments reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 38,342 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2024, an estimated $776K.
Atria Investments first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2017 and held it in 5 quarters.
Atria Investments's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.04M in Q1 2024.
153 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.