CCA
PXH icon

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

Cobblestone Capital 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
2023
Q1 		– Sell
-13,509
Closed -$238K – 276
2022
Q4 		$238K Hold
13,509
– – 0.02% 241
2022
Q3 		$219K Buy
+13,509
New +$240K 0.02% 233

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
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cobblestone Capital Advisors's PXH Position: Q1 2023 in Review

Cobblestone Capital Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 13,509 shares — an estimated $238K sold.

Cobblestone Capital Advisors first reported a position in PXH in Q3 2022 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

  • Cobblestone Capital Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 13,509 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $238K.
  • Cobblestone Capital Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2022 and held it in 2 quarters.
  • Cobblestone Capital Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $238K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on Cobblestone Capital Advisors's 13F filing for Q1 2023, filed 5 May 2023.