CWM
PXH icon

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

Collaborative 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
Q3 		– Sell
-17,684
Closed -$330K – 173
2023
Q2 		$330K Sell
17,684
-403
-2% -$7.47K 0.2% 115
2023
Q1 		$332K Sell
18,087
-5,814
-24% -$107K 0.21% 117
2022
Q4 		$421K Buy
23,901
+373
+2% +$6.35K 0.28% 96
2022
Q3 		$381K Sell
23,528
-1,045
-4% -$18.6K 0.27% 97
2022
Q2 		$446K Buy
+24,573
New +$477K 0.29% 97
2021
Q4 		$548K Buy
+25,017
New +$559K 0.3% 109
2021
Q1 		$522K Buy
+25,078
New +$563K 0.3% 106

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return