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

Atticus 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
2024 Q1	–	Sell	-473	Closed	-$9.04K	–	577
2023 Q4	$9.04K	Hold	473	–	–	﹤0.01%	417
2023 Q3	$8.43K	Hold	473	–	–	﹤0.01%	422
2023 Q2	$8.82K	Hold	473	–	–	﹤0.01%	410
2023 Q1	$8.69K	Hold	473	–	–	﹤0.01%	392
2022 Q4	$8.33K	Hold	473	–	–	﹤0.01%	398
2022 Q3	$9K	Hold	473	–	–	﹤0.01%	389
2022 Q2	$9K	Hold	473	–	–	﹤0.01%	420
2022 Q1	$10K	Buy	+473	New	+$10.3K	﹤0.01%	407

Other funds holding PXH

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Atticus Wealth Management's PXH Position: Q1 2024 in Review

Atticus Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 473 shares — an estimated $9.04K sold.

Atticus Wealth Management first reported a position in PXH in Q1 2022 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

Atticus Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 473 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2024, an estimated $9.04K.
Atticus Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $10K in Q1 2022.
158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.