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

Keebeck 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
2021
Q3 		– Sell
-8,810
Closed -$206K – 238
2021
Q2 		$206K Sell
8,810
-12,352
-58% -$287K 0.03% 229
2021
Q1 		$477K Hold
21,162
– – 0.07% 167
2020
Q4 		$448K Buy
+21,162
New +$410K 0.08% 158

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Keebeck Wealth Management's PXH Position: Q3 2021 in Review

Keebeck Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2021, closing a stake of 8,810 shares — an estimated $206K sold.

Keebeck Wealth Management first reported a position in PXH in Q4 2020 and held it in 3 quarters. The position peaked at $477K in Q1 2021. 136 funds tracked by Wall St. Rank hold PXH as of Q3 2021.

  • Keebeck Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 8,810 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2021, an estimated $206K.
  • Keebeck Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
  • Keebeck Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $477K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2021.

Based on Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.