Foundations Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Foundations Investment 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
2022 Q3	–	Sell	-14,969	Closed	-$265K	–	433
2022 Q2	$265K	Sell	14,969 -6	-0%	-$117	0.01%	322
2022 Q1	$309K	Sell	14,975 -50	-0.3%	-$1.09K	0.01%	266
2021 Q4	$343K	Sell	15,025 -796	-5%	-$17.8K	0.01%	252
2021 Q3	$357K	Hold	15,821	–	–	0.02%	233
2021 Q2	$361K	Buy	15,821 +698	+5%	+$16.2K	0.02%	211
2021 Q1	$338K	Buy	15,123 +59	+0.4%	+$1.32K	0.02%	168
2020 Q4	$333K	Sell	15,064 -636	-4%	-$12.3K	0.02%	135
2020 Q3	$275K	Buy	+15,700	New	+$288K	0.06%	140

Other funds holding PXH

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Foundations Investment Advisors's PXH Position: Q3 2022 in Review

Foundations Investment Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2022, closing a stake of 14,969 shares — an estimated $265K sold.

Foundations Investment Advisors first reported a position in PXH in Q3 2020 and held it in 8 quarters. The position peaked at $361K in Q2 2021. 141 funds tracked by Wall St. Rank hold PXH as of Q3 2022.

Foundations Investment Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Foundations Investment Advisors sold 14,969 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2022, an estimated $265K.
Foundations Investment Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2020 and held it in 8 quarters.
Foundations Investment Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $361K in Q2 2021.
141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.