Avantax Advisory Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Avantax Advisory Services’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 Q2	$1.89M	Sell	80,754 -2,910	-3%	-$64.1K	0.01%	827
2025 Q1	$1.82M	Buy	83,664 +16,075	+24%	+$344K	0.01%	783
2024 Q4	$1.38M	Buy	67,589 +4,773	+8%	+$102K	0.01%	894
2024 Q3	$1.38M	Sell	62,816 -18,666	-23%	-$382K	0.01%	857
2024 Q2	$1.65M	Sell	81,482 -219,082	-73%	-$4.43M	0.01%	738
2024 Q1	$5.85M	Sell	300,564 -299,407	-50%	-$5.69M	0.05%	273
2023 Q4	$11.5M	Sell	599,971 -34,967	-6%	-$632K	0.11%	140
2023 Q3	$11.3M	Buy	634,938 +3,051	+0.5%	+$56.8K	0.13%	129
2023 Q2	$11.8M	Sell	631,887 -9,935	-2%	-$184K	0.13%	125
2023 Q1	$11.8M	Sell	641,822 -3,745	-0.6%	-$69.2K	0.14%	119
2022 Q4	$11.4M	Buy	645,567 +16,415	+3%	+$279K	0.15%	115
2022 Q3	$10.2M	Buy	629,152 +20,679	+3%	+$368K	0.16%	102
2022 Q2	$11.1M	Sell	608,473 -6,278	-1%	-$122K	0.17%	94
2022 Q1	$12.8M	Sell	614,751 -41,751	-6%	-$908K	0.18%	88
2021 Q4	$14.4M	Buy	656,502 +14,607	+2%	+$327K	0.22%	75
2021 Q3	$14.3M	Buy	641,895 +26,192	+4%	+$596K	0.24%	63
2021 Q2	$14.4M	Buy	615,703 +12,646	+2%	+$294K	0.26%	61
2021 Q1	$13.6M	Sell	603,057 -9,541	-2%	-$214K	0.29%	57
2020 Q4	$13M	Sell	612,598 -357,862	-37%	-$6.93M	0.31%	53
2020 Q3	$17M	Buy	970,460 +283,362	+41%	+$5.2M	0.27%	68
2020 Q2	$11.8M	Sell	687,098 -3,873,955	-85%	-$64.8M	0.34%	48
2020 Q1	$70.3M	Buy	4,561,053 +78,173	+2%	+$1.54M	2.1%	12
2019 Q4	$99.9M	Buy	4,482,880 +159,505	+4%	+$3.36M	2.32%	10
2019 Q3	$86.8M	Buy	4,323,375 +281,739	+7%	+$5.81M	3.51%	8
2019 Q2	$87.3M	Buy	4,041,636 +205,405	+5%	+$4.37M	3.85%	8
2019 Q1	$82.1M	Buy	3,836,231 +3,398,250	+776%	+$72.3M	4.37%	7
2018 Q4	$8.53M	Buy	+437,981	New	+$8.86M	1.43%	11

Other funds holding PXH

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Avantax Advisory Services's PXH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 3.5% in Q2 2025, selling an estimated $64.1K and leaving 80,754 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #827.

Avantax Advisory Services first reported a position in PXH in Q4 2018 and has held it in 27 quarters since. The position peaked at $99.9M in Q4 2019. 185 funds tracked by Wall St. Rank hold PXH as of Q2 2025.

Avantax Advisory Services held 80,754 shares of Invesco FTSE RAFI Emerging Markets ETF worth $1.89M as of Q2 2025.
Avantax Advisory Services sold 2,910 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2025, an estimated $64.1K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #827 holding.
Avantax Advisory Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Invesco FTSE RAFI Emerging Markets ETF position peaked at $99.9M in Q4 2019.
185 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.