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

Foresight 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
2022
Q4 		$628K Sell
35,616
-249,426
-88% -$4.24M 8.99% 5
2022
Q3 		$4.61M Sell
285,042
-2,663
-0.9% -$47.4K 1.06% 12
2022
Q2 		$5.23M Buy
287,705
+4,300
+2% +$83.5K 1.08% 12
2022
Q1 		$5.9M Sell
283,405
-57
-0% -$1.24K 1.09% 12
2021
Q4 		$6.21M Buy
283,462
+1,570
+0.6% +$35.1K 0.08% 14
2021
Q3 		$6.3M Sell
281,892
-1,772
-0.6% -$40.3K 1.26% 13
2021
Q2 		$6.62M Sell
283,664
-5,410
-2% -$126K 1.47% 14
2021
Q1 		$6.51M Sell
289,074
-4,895
-2% -$110K 1.65% 12
2020
Q4 		$6.22M Buy
293,969
+1,361
+0.5% +$26.3K 1.65% 13
2020
Q3 		$5.13M Buy
292,608
+28,616
+11% +$525K 1.72% 12
2020
Q2 		$4.56M Buy
263,992
+19,492
+8% +$326K 2.08% 9
2020
Q1 		$3.77M Buy
244,500
+22,461
+10% +$443K 2.6% 10
2019
Q4 		$4.95M Buy
222,039
+24,375
+12% +$514K 3.05% 10
2019
Q3 		$3.97M Sell
197,664
-302
-0.2% -$6.23K 2.86% 10
2019
Q2 		$4.28M Buy
197,966
+10,997
+6% +$234K 3.23% 6
2019
Q1 		$4M Buy
186,969
+26,416
+16% +$562K 3.47% 4
2018
Q4 		$3.17M Buy
+160,553
New +$3.25M 3.37% 5

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
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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foresight Wealth Management's PXH Position: Q4 2022 in Review

Foresight Wealth Management reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 88% in Q4 2022, selling an estimated $4.24M and leaving 35,616 shares worth $628K. The position accounts for 8.99% of the portfolio, ranked #5.

Foresight Wealth Management first reported a position in PXH in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.62M in Q2 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

  • Foresight Wealth Management held 35,616 shares of Invesco FTSE RAFI Emerging Markets ETF worth $628K as of Q4 2022.
  • Foresight Wealth Management sold 249,426 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $4.24M.
  • Invesco FTSE RAFI Emerging Markets ETF made up 8.99% of Foresight Wealth Management's portfolio in Q4 2022, its #5 holding.
  • Foresight Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and has held it in 17 quarters since.
  • Foresight Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $6.62M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.