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Aviance Capital Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Aviance Capital Partners’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
2022
Q4 		– Sell
-12,949
Closed -$210K – 286
2022
Q3 		$210K Sell
12,949
-48,486
-79% -$862K 0.05% 242
2022
Q2 		$1.12M Sell
61,435
-3,354
-5% -$65.2K 0.25% 115
2022
Q1 		$1.35M Buy
64,789
+2,744
+4% +$59.7K 0.25% 117
2021
Q4 		$1.36M Buy
62,045
+565
+0.9% +$12.6K 0.23% 110
2021
Q3 		$1.37M Buy
61,480
+8,568
+16% +$195K 0.24% 117
2021
Q2 		$1.24M Buy
52,912
+103
+0.2% +$2.39K 0.22% 124
2021
Q1 		$1.19M Buy
52,809
+12,863
+32% +$289K 0.23% 123
2020
Q4 		$845K Sell
39,946
-1,026
-3% -$19.9K 0.17% 139
2020
Q3 		$719K Buy
40,972
+2,782
+7% +$51K 0.16% 141
2020
Q2 		$660K Sell
38,190
-220
-0.6% -$3.68K 0.16% 142
2020
Q1 		$593K Buy
38,410
+4,711
+14% +$92.8K 0.19% 131
2019
Q4 		$751K Buy
33,699
+9,716
+41% +$205K 0.19% 131
2019
Q3 		$482K Buy
23,983
+13,566
+130% +$280K 0.14% 152
2019
Q2 		$225K Sell
10,417
-257
-2% -$5.47K 0.06% 204
2019
Q1 		$229K Sell
10,674
-21,272
-67% -$453K 0.07% 197
2018
Q4 		$631K Buy
31,946
+2,465
+8% +$49.9K 0.22% 125
2018
Q3 		$623K Buy
29,481
+3,129
+12% +$65.8K 0.15% 149
2018
Q2 		$544K Buy
+26,352
New +$586K 0.16% 159

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aviance Capital Partners's PXH Position: Q4 2022 in Review

Aviance Capital Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 12,949 shares — an estimated $210K sold.

Aviance Capital Partners first reported a position in PXH in Q2 2018 and held it in 18 quarters. The position peaked at $1.37M in Q3 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

  • Aviance Capital Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Aviance Capital Partners sold 12,949 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $210K.
  • Aviance Capital Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 18 quarters.
  • Aviance Capital Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.37M in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Aviance Capital Partners's 13F filing for Q4 2022, filed 7 Feb 2023.