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Lifeworks Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Lifeworks Advisors’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
Q3 		– Sell
-12,890
Closed -$234K – 154
2022
Q2 		$234K Sell
12,890
-1,470
-10% -$28.6K 0.15% 120
2022
Q1 		$299K Buy
+14,360
New +$312K 0.2% 101

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifeworks Advisors's PXH Position: Q3 2022 in Review

Lifeworks Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2022, closing a stake of 12,890 shares — an estimated $234K sold.

Lifeworks Advisors first reported a position in PXH in Q1 2022 and held it in 2 quarters. The position peaked at $299K in Q1 2022. 141 funds tracked by Wall St. Rank hold PXH as of Q3 2022.

  • Lifeworks Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 12,890 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2022, an estimated $234K.
  • Lifeworks Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $299K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.