Graves Light Lenhart Wealth’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Graves Light Lenhart Wealth’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	-1,872	Closed	-$34K	–	486
2022 Q2	$34K	Sell	1,872 -3,679	-66%	-$71.5K	0.01%	348
2022 Q1	$116K	Hold	5,551	–	–	0.02%	242
2021 Q4	$122K	Hold	5,551	–	–	0.02%	260
2021 Q3	$124K	Hold	5,551	–	–	0.02%	245
2021 Q2	$130K	Hold	5,551	–	–	0.02%	235
2021 Q1	$125K	Sell	5,551 -538	-9%	-$12.1K	0.02%	238
2020 Q4	$129K	Buy	+6,089	New	+$118K	0.02%	222
2020 Q3	–	Sell	-10,679	Closed	-$185K	–	172
2020 Q2	$185K	Sell	10,679 -570	-5%	-$9.53K	0.04%	152
2020 Q1	$174K	Sell	11,249 -3,500	-24%	-$69K	0.05%	142
2019 Q4	$329K	Sell	14,749 -27,670	-65%	-$583K	0.07%	121
2019 Q3	$888K	Sell	42,419 -43,058	-50%	-$889K	0.2%	74
2019 Q2	$1.85M	Buy	85,477 +1,700	+2%	+$36.2K	0.44%	56
2019 Q1	$1.79M	Buy	83,777 +60,019	+253%	+$1.28M	0.46%	54
2018 Q4	$470K	Buy	+23,758	New	+$481K	0.14%	88

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

Graves Light Lenhart Wealth's PXH Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2022, closing a stake of 1,872 shares — an estimated $34K sold.

Graves Light Lenhart Wealth first reported a position in PXH in Q4 2018 and held it in 14 quarters. The position peaked at $1.85M in Q2 2019. 141 funds tracked by Wall St. Rank hold PXH as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,872 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2022, an estimated $34K.
Graves Light Lenhart Wealth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and held it in 14 quarters.
Graves Light Lenhart Wealth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.85M in Q2 2019.
141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.