EverSource Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

EverSource Wealth 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
2024 Q1	–	Sell	-198	Closed	-$3.78K	–	2971
2023 Q4	$3.78K	Hold	198	–	–	﹤0.01%	1968
2023 Q3	$3.53K	Buy	198 +98	+98%	+$1.82K	﹤0.01%	1831
2023 Q2	$1.86K	Buy	+100	New	+$1.85K	﹤0.01%	2042
2022 Q4	–	Sell	-1,838	Closed	-$30K	–	2405
2022 Q3	$30K	Buy	+1,838	New	+$32.7K	0.01%	771

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's PXH Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 198 shares — an estimated $3.78K sold.

EverSource Wealth Advisors first reported a position in PXH in Q3 2022 and held it in 4 quarters. The position peaked at $30K in Q3 2022. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

EverSource Wealth Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 198 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2024, an estimated $3.78K.
EverSource Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $30K in Q3 2022.
158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.