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

BerganKDV 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
2023 Q1	–	Sell	-195	Closed	-$3.44K	–	1107
2022 Q4	$3.44K	Buy	+195	New	+$3.32K	﹤0.01%	730
2022 Q3	–	Sell	-133	Closed	-$2K	–	1049
2022 Q2	$2K	Buy	133 +69	+108%	+$1.34K	﹤0.01%	846
2022 Q1	$1K	Buy	64 +63	+6,300%	+$1.37K	﹤0.01%	950
2021 Q4	$0	Sell	1 -1	-50%	-$22	﹤0.01%	1114
2021 Q3	$0	Buy	+2	New	+$45	﹤0.01%	1083

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BerganKDV Wealth Management's PXH Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 195 shares — an estimated $3.44K sold.

BerganKDV Wealth Management first reported a position in PXH in Q3 2021 and held it in 5 quarters. The position peaked at $3.44K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

BerganKDV Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 195 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $3.44K.
BerganKDV Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2021 and held it in 5 quarters.
BerganKDV Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.44K in Q4 2022.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.