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Belpointe Asset Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-295
Closed -$5.42K – 2674
2023
Q1 		$5.42K Buy
+295
New +$5.45K ﹤0.01% 2983

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 $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Belpointe Asset Management's PXH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2023, closing a stake of 295 shares — an estimated $5.42K sold.

Belpointe Asset Management first reported a position in PXH in Q1 2023 and held it in 1 quarter. The position peaked at $5.42K in Q1 2023. 150 funds tracked by Wall St. Rank hold PXH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 295 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2023, an estimated $5.42K.
  • Belpointe Asset Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $5.42K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.