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Coppell Advisory Solutions’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-1
Closed -$20 – 1947
2024
Q2 		$20 Buy
+1
New +$20 ﹤0.01% 1774
2023
Q4 		$707 Buy
+37
New +$669 ﹤0.01% 1471

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coppell Advisory Solutions's PXH Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2024, closing a stake of 1 share — an estimated $20 sold.

Coppell Advisory Solutions first reported a position in PXH in Q4 2023 and held it in 2 quarters. The position peaked at $707 in Q4 2023. 153 funds tracked by Wall St. Rank hold PXH as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1 Invesco FTSE RAFI Emerging Markets ETF share in Q3 2024, an estimated $20.
  • Coppell Advisory Solutions first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Invesco FTSE RAFI Emerging Markets ETF position peaked at $707 in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.