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

Prestige Wealth Management 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
2021 Q4	–	Sell	-61	Closed	-$1K	–	1048
2021 Q3	$1K	Buy	+61	New	+$1.39K	﹤0.01%	925
2020 Q1	–	Sell	-7,629	Closed	-$170K	–	983
2019 Q4	$170K	Hold	7,629	–	–	0.09%	129
2019 Q3	$153K	Sell	7,629 -502	-6%	-$10.4K	0.09%	126
2019 Q2	$175K	Sell	8,131 -1,678	-17%	-$35.7K	0.11%	113
2019 Q1	$210K	Sell	9,809 -483	-5%	-$10.3K	0.13%	109
2018 Q4	$203K	Buy	+10,292	New	+$208K	0.15%	108

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

TAIM

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Prestige Wealth Management Group's PXH Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2021, closing a stake of 61 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in PXH in Q4 2018 and held it in 6 quarters. The position peaked at $210K in Q1 2019. 128 funds tracked by Wall St. Rank hold PXH as of Q4 2021.

Prestige Wealth Management Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 61 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2021, an estimated $1K.
Prestige Wealth Management Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Prestige Wealth Management Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $210K in Q1 2019.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.