Matrix Private Capital Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Matrix Private Capital Group’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	-500	Closed	-$9K	–	231
2022 Q2	$9K	Hold	500	–	–	0.01%	228
2022 Q1	$10K	Hold	500	–	–	﹤0.01%	243
2021 Q4	$11K	Sell	500 -50	-9%	-$1.12K	0.01%	251
2021 Q3	$12K	Hold	550	–	–	0.01%	231
2021 Q2	$13K	Hold	550	–	–	0.01%	232
2021 Q1	$12K	Buy	550 +227	+70%	+$5.09K	0.01%	227
2020 Q4	$7K	Hold	323	–	–	0.01%	215
2020 Q3	$6K	Hold	323	–	–	0.01%	165
2020 Q2	$6K	Hold	323	–	–	0.01%	162
2020 Q1	$5K	Hold	323	–	–	0.01%	151
2019 Q4	$7K	Buy	+323	New	+$6.81K	0.01%	190

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matrix Private Capital Group's PXH Position: Q3 2022 in Review

Matrix Private Capital Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2022, closing a stake of 500 shares — an estimated $9K sold.

Matrix Private Capital Group first reported a position in PXH in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q2 2021. 141 funds tracked by Wall St. Rank hold PXH as of Q3 2022.

Matrix Private Capital Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 500 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2022, an estimated $9K.
Matrix Private Capital Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 11 quarters.
Matrix Private Capital Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $13K in Q2 2021.
141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.