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PBMares Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

PBMares Wealth Management’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
Q3 		– Sell
-9,936
Closed -$201K – 201
2024
Q2 		$201K Buy
+9,936
New +$201K 0.05% 177

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PBMares Wealth Management's PXH Position: Q3 2024 in Review

PBMares Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2024, closing a stake of 9,936 shares — an estimated $201K sold.

PBMares Wealth Management first reported a position in PXH in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 153 funds tracked by Wall St. Rank hold PXH as of Q3 2024.

  • PBMares Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • PBMares Wealth Management sold 9,936 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2024, an estimated $201K.
  • PBMares Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2024 and held it in 1 quarter.
  • PBMares Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $201K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2024.

Based on PBMares Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.