Bellwether Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bellwether Advisors’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	-708	Closed	-$11K	–	540
2022 Q3	$11K	Hold	708	–	–	﹤0.01%	257
2022 Q2	$12K	Hold	708	–	–	﹤0.01%	240
2022 Q1	$14K	Hold	708	–	–	﹤0.01%	287
2021 Q4	$15K	Hold	708	–	–	﹤0.01%	300
2021 Q3	$15K	Hold	708	–	–	0.01%	274
2021 Q2	$16K	Hold	708	–	–	0.01%	232
2021 Q1	$15K	Hold	708	–	–	0.01%	218
2020 Q4	$14K	Buy	+708	New	+$13.7K	0.01%	210

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 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bellwether Advisors's PXH Position: Q4 2022 in Review

Bellwether Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 708 shares — an estimated $11K sold.

Bellwether Advisors first reported a position in PXH in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

Bellwether Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 708 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $11K.
Bellwether Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $16K in Q2 2021.
146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.