Money Concepts Capital’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-77	Closed	-$1.36K	–	2302
2022 Q4	$1.36K	Buy	+77	New	+$1.31K	﹤0.01%	2804
2022 Q2	–	Sell	-77	Closed	-$2K	–	2349
2022 Q1	$2K	Sell	77 -559	-88%	-$12.2K	﹤0.01%	2478
2021 Q4	$14K	Buy	+636	New	+$14.2K	﹤0.01%	666
2021 Q1	$14K	Hold	636	–	–	﹤0.01%	637
2020 Q4	$13K	Buy	+636	New	+$12.3K	﹤0.01%	590

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 $13.1B AUM 28.37% 1-Year Est. Return

OPS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Money Concepts Capital's PXH Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 77 shares — an estimated $1.36K sold.

Money Concepts Capital first reported a position in PXH in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

Money Concepts Capital reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 77 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $1.36K.
Money Concepts Capital first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's Invesco FTSE RAFI Emerging Markets ETF position peaked at $14K in Q4 2021.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.