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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-10,663
Closed -$218K – 2044
2024
Q4 		$218K Buy
+10,663
New +$228K ﹤0.01% 1773

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atria Wealth Solutions's PXH Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2025, closing a stake of 10,663 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in PXH in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 183 funds tracked by Wall St. Rank hold PXH as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,663 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2025, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco FTSE RAFI Emerging Markets ETF position peaked at $218K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.