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Howe & Rusling’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Howe & Rusling’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
2019
Q4 		– Sell
-82
Closed -$2K – 868
2019
Q3 		$2K Buy
+82
New +$1.69K ﹤0.01% 706

Other funds holding PXH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Howe & Rusling's PXH Position: Q4 2019 in Review

Howe & Rusling sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2019, closing a stake of 82 shares — an estimated $2K sold.

Howe & Rusling first reported a position in PXH in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 137 funds tracked by Wall St. Rank hold PXH as of Q4 2019.

  • Howe & Rusling reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Howe & Rusling sold 82 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2019, an estimated $2K.
  • Howe & Rusling first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2019 and held it in 1 quarter.
  • Howe & Rusling's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2K in Q3 2019.
  • 137 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.