Janiczek Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Janiczek Wealth Management’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 Q3	–	Sell	-701	Closed	-$13.1K	–	1072
2023 Q2	$13.1K	Hold	701	–	–	﹤0.01%	528
2023 Q1	$13K	Buy	+701	New	+$13K	﹤0.01%	523
2018 Q3	–	Sell	-2,754	Closed	-$57K	–	163
2018 Q2	$57K	Buy	+2,754	New	+$61.2K	0.03%	64

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

OPS

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janiczek Wealth Management's PXH Position: Q3 2023 in Review

Janiczek Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2023, closing a stake of 701 shares — an estimated $13.1K sold.

Janiczek Wealth Management first reported a position in PXH in Q2 2018 and held it in 3 quarters. The position peaked at $57K in Q2 2018. 148 funds tracked by Wall St. Rank hold PXH as of Q3 2023.

Janiczek Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Janiczek Wealth Management sold 701 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2023, an estimated $13.1K.
Janiczek Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 3 quarters.
Janiczek Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $57K in Q2 2018.
148 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.