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Life Planning Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-2
Closed -$39 – 189
2023
Q4 		$39 Buy
+2
New +$36 ﹤0.01% 261

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Planning Partners's PXH Position: Q1 2024 in Review

Life Planning Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 2 shares — an estimated $39 sold.

Life Planning Partners first reported a position in PXH in Q4 2023 and held it in 1 quarter. The position peaked at $39 in Q4 2023. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

  • Life Planning Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 2 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2024, an estimated $39.
  • Life Planning Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $39 in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.