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

Kingsview 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
2022
Q1 		– Sell
-110,964
Closed -$2.43M – 984
2021
Q4 		$2.43M Sell
110,964
-4,847
-4% -$108K 0.1% 208
2021
Q3 		$2.59M Sell
115,811
-31,886
-22% -$725K 0.12% 183
2021
Q2 		$3.44M Buy
147,697
+35,641
+32% +$827K 0.17% 135
2021
Q1 		$2.52M Buy
+112,056
New +$2.51M 0.14% 155
2020
Q1 		– Sell
-103,190
Closed -$2.3M – 564
2019
Q4 		$2.3M Buy
103,190
+25,868
+33% +$545K 0.29% 96
2019
Q3 		$1.55M Sell
77,322
-18,499
-19% -$382K 0.24% 122
2019
Q2 		$2.07M Buy
95,821
+587
+0.6% +$12.5K 0.35% 77
2019
Q1 		$2.04M Sell
95,234
-1,191
-1% -$25.3K 0.31% 92
2018
Q4 		$1.91M Buy
96,425
+45,260
+88% +$915K 0.42% 71
2018
Q3 		$1.08M Sell
51,165
-46,450
-48% -$977K 0.22% 136
2018
Q2 		$2.02M Sell
97,615
-2,325
-2% -$51.7K 0.48% 62
2018
Q1 		$2.35M Buy
99,940
+22,045
+28% +$525K 0.58% 50
2017
Q4 		$1.74M Buy
77,895
+2,460
+3% +$53.4K 0.62% 40
2017
Q3 		$1.61M Buy
75,435
+4,075
+6% +$86.6K 0.71% 35
2017
Q2 		$1.42M Sell
71,360
-4,360
-6% -$86.8K 0.73% 36
2017
Q1 		$1.5M Buy
+75,720
New +$1.49M 0.89% 21

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 $654B AUM 26.35% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's PXH Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2022, closing a stake of 110,964 shares — an estimated $2.43M sold.

Kingsview Wealth Management first reported a position in PXH in Q1 2017 and held it in 16 quarters. The position peaked at $3.44M in Q2 2021. 140 funds tracked by Wall St. Rank hold PXH as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 110,964 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2022, an estimated $2.43M.
  • Kingsview Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2017 and held it in 16 quarters.
  • Kingsview Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.44M in Q2 2021.
  • 140 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.