Householder Group Estate & Retirement Specialist’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-42	Closed	-$748	–	1287
2023 Q3	$748	Buy	+42	New	+$782	﹤0.01%	1166
2023 Q1	$0	Buy	+1	New	+$18	﹤0.01%	1292

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PXH Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2023, closing a stake of 42 shares — an estimated $748 sold.

Householder Group Estate & Retirement Specialist first reported a position in PXH in Q1 2023 and held it in 2 quarters. The position peaked at $748 in Q3 2023. 156 funds tracked by Wall St. Rank hold PXH as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 42 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2023, an estimated $748.
Householder Group Estate & Retirement Specialist first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2023 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Invesco FTSE RAFI Emerging Markets ETF position peaked at $748 in Q3 2023.
156 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.