Gradient Investments’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Gradient Investments’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	-6,631	Closed	-$134K	–	1034
2024 Q2	$134K	Hold	6,631	–	–	﹤0.01%	364
2024 Q1	$129K	Hold	6,631	–	–	﹤0.01%	332
2023 Q4	$127K	Hold	6,631	–	–	﹤0.01%	390
2023 Q3	$118K	Sell	6,631 -13	-0.2%	-$242	﹤0.01%	364
2023 Q2	$124K	Buy	6,644 +13	+0.2%	+$241	﹤0.01%	376
2023 Q1	$122K	Sell	6,631 -1	-0%	-$18	﹤0.01%	353
2022 Q4	$117K	Buy	6,632 +1	+0%	+$17	﹤0.01%	367
2022 Q3	$107K	Hold	6,631	–	–	﹤0.01%	356
2022 Q2	$120K	Hold	6,631	–	–	﹤0.01%	353
2022 Q1	$138K	Hold	6,631	–	–	﹤0.01%	331
2021 Q4	$145K	Hold	6,631	–	–	﹤0.01%	314
2021 Q3	$148K	Hold	6,631	–	–	﹤0.01%	316
2021 Q2	$155K	Hold	6,631	–	–	﹤0.01%	312
2021 Q1	$149K	Hold	6,631	–	–	﹤0.01%	314
2020 Q4	$116K	Hold	6,631	–	–	﹤0.01%	301
2020 Q3	$116K	Buy	+6,631	New	+$122K	﹤0.01%	301
2020 Q2	–	Sell	-200	Closed	-$3K	–	1166
2020 Q1	$3K	Buy	+200	New	+$3.94K	﹤0.01%	867

Other funds holding PXH

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gradient Investments's PXH Position: Q3 2024 in Review

Gradient Investments sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2024, closing a stake of 6,631 shares — an estimated $134K sold.

Gradient Investments first reported a position in PXH in Q1 2020 and held it in 17 quarters. The position peaked at $155K in Q2 2021. 153 funds tracked by Wall St. Rank hold PXH as of Q3 2024.

Gradient Investments reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 6,631 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2024, an estimated $134K.
Gradient Investments first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2020 and held it in 17 quarters.
Gradient Investments's Invesco FTSE RAFI Emerging Markets ETF position peaked at $155K in Q2 2021.
153 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.