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

HHM 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
2022
Q4 		– Sell
-51
Closed -$1K – 730
2022
Q3 		$1K Hold
51
– – ﹤0.01% 628
2022
Q2 		$1K Buy
+51
New +$991 ﹤0.01% 764

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 $13.1B AUM 28.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HHM Wealth Advisors's PXH Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 51 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in PXH in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 51 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $1K.
  • HHM Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1K in Q3 2022.
  • 146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.