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Bradley & Co Private Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bradley & Co Private 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
2024
Q1 		– Sell
-1
Closed -$19 – 198
2023
Q4 		$19 Buy
+1
New +$18 ﹤0.01% 197

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's PXH Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 1 share — an estimated $19 sold.

Bradley & Co Private Wealth Management first reported a position in PXH in Q4 2023 and held it in 1 quarter. The position peaked at $19 in Q4 2023. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1 Invesco FTSE RAFI Emerging Markets ETF share in Q1 2024, an estimated $19.
  • Bradley & Co Private Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $19 in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.