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

Peak Financial 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
Q2 		– Sell
-130,125
Closed -$2.71M – 86
2022
Q1 		$2.71M Buy
+130,125
New +$2.83M 2.32% 12

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 $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Peak Financial Advisors's PXH Position: Q2 2022 in Review

Peak Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2022, closing a stake of 130,125 shares — an estimated $2.71M sold.

Peak Financial Advisors first reported a position in PXH in Q1 2022 and held it in 1 quarter. The position peaked at $2.71M in Q1 2022. 141 funds tracked by Wall St. Rank hold PXH as of Q2 2022.

  • Peak Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 130,125 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2022, an estimated $2.71M.
  • Peak Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2022 and held it in 1 quarter.
  • Peak Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.71M in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.