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Kelly Financial Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Kelly Financial Services’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
-25
Closed -$454 – 802
2023
Q3 		$454 Hold
25
– – ﹤0.01% 688
2023
Q2 		$466 Buy
+25
New +$464 ﹤0.01% 657

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's PXH Position: Q4 2023 in Review

Kelly Financial Services sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2023, closing a stake of 25 shares — an estimated $454 sold.

Kelly Financial Services first reported a position in PXH in Q2 2023 and held it in 2 quarters. The position peaked at $466 in Q2 2023. 156 funds tracked by Wall St. Rank hold PXH as of Q4 2023.

  • Kelly Financial Services reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 25 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2023, an estimated $454.
  • Kelly Financial Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2023 and held it in 2 quarters.
  • Kelly Financial Services's Invesco FTSE RAFI Emerging Markets ETF position peaked at $466 in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.