Kistler-Tiffany Companies’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Kistler-Tiffany Companies’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 Q2	$378K	Sell	20,270 -3,560	-15%	-$66K	0.06%	245
2023 Q1	$438K	Sell	23,830 -703	-3%	-$13K	0.08%	185
2022 Q4	$432K	Buy	24,533 +8,485	+53%	+$144K	0.09%	159
2022 Q3	$260K	Sell	16,048 -1,400	-8%	-$24.9K	0.06%	175
2022 Q2	$317K	Buy	17,448 +2,408	+16%	+$46.8K	0.07%	164
2022 Q1	$313K	Buy	+15,040	New	+$327K	0.06%	171
2015 Q4	–	Sell	-407	Closed	-$6K	–	621
2015 Q3	$6K	Hold	407	–	–	﹤0.01%	483
2015 Q2	$8K	Hold	407	–	–	﹤0.01%	479
2015 Q1	$8K	Hold	407	–	–	0.01%	460
2014 Q4	$8K	Hold	407	–	–	0.01%	460
2014 Q3	$8K	Sell	407 -60	-13%	-$1.32K	0.01%	475
2014 Q2	$10K	Hold	467	–	–	0.01%	436
2014 Q1	$9K	Sell	467 -320	-41%	-$6.09K	0.01%	438
2013 Q4	$16K	Sell	787 -1,631	-67%	-$33.8K	0.01%	379
2013 Q3	$49K	Hold	2,418	–	–	0.04%	222
2013 Q2	$46K	Buy	+2,418	New	+$50.7K	0.04%	222

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 $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Kistler-Tiffany Companies's PXH Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 15% in Q2 2023, selling an estimated $66K and leaving 20,270 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #245.

Kistler-Tiffany Companies first reported a position in PXH in Q2 2013 and has held it in 16 quarters since. The position peaked at $438K in Q1 2023. 150 funds tracked by Wall St. Rank hold PXH as of Q2 2023.

Kistler-Tiffany Companies held 20,270 shares of Invesco FTSE RAFI Emerging Markets ETF worth $378K as of Q2 2023.
Kistler-Tiffany Companies sold 3,560 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2023, an estimated $66K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.06% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #245 holding.
Kistler-Tiffany Companies first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and has held it in 16 quarters since.
Kistler-Tiffany Companies's Invesco FTSE RAFI Emerging Markets ETF position peaked at $438K in Q1 2023.
150 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.