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

Catalyst 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 		$383K Sell
20,841
-2,458
-11% -$45.4K 0.36% 87
2022
Q4 		$411K Buy
+23,299
New +$396K 0.39% 83

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 $178B AUM 37.23% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Catalyst Wealth Management reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 11% in Q1 2023, selling an estimated $45.4K and leaving 20,841 shares worth $383K. The position accounts for 0.36% of the portfolio, ranked #87.

Catalyst Wealth Management first reported a position in PXH in Q4 2022 and has held it in 2 quarters since. The position peaked at $411K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

  • Catalyst Wealth Management held 20,841 shares of Invesco FTSE RAFI Emerging Markets ETF worth $383K as of Q1 2023.
  • Catalyst Wealth Management sold 2,458 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $45.4K.
  • Invesco FTSE RAFI Emerging Markets ETF made up 0.36% of Catalyst Wealth Management's portfolio in Q1 2023, its #87 holding.
  • Catalyst Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $411K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.