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Planned Solutions’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Planned Solutions’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
Q4 		– Sell
-758
Closed -$16.6K – 503
2024
Q3 		$16.6K Buy
+758
New +$15.5K 0.01% 406
2024
Q1 		– Sell
-2
Closed -$38 – 433
2023
Q4 		$38 Buy
+2
New +$36 ﹤0.01% 579

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's PXH Position: Q4 2024 in Review

Planned Solutions sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2024, closing a stake of 758 shares — an estimated $16.6K sold.

Planned Solutions first reported a position in PXH in Q4 2023 and held it in 2 quarters. The position peaked at $16.6K in Q3 2024. 171 funds tracked by Wall St. Rank hold PXH as of Q4 2024.

  • Planned Solutions reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 758 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2024, an estimated $16.6K.
  • Planned Solutions first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Invesco FTSE RAFI Emerging Markets ETF position peaked at $16.6K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.