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Retirement Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Retirement 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
2024
Q1 		$39 Hold
2
– – ﹤0.01% 830
2023
Q4 		$38 Hold
2
– – ﹤0.01% 825
2023
Q3 		$36 Hold
2
– – ﹤0.01% 770
2023
Q2 		$37 Hold
2
– – ﹤0.01% 800
2023
Q1 		$0 Hold
2
– – ﹤0.01% 739
2022
Q4 		$0 Hold
2
– – ﹤0.01% 708
2022
Q3 		$0 Hold
2
– – ﹤0.01% 728
2022
Q2 		$0 Hold
2
– – ﹤0.01% 803
2022
Q1 		$0 Buy
+2
New +$44 ﹤0.01% 811

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

Retirement Group's PXH Position: Q1 2024 in Review

Retirement Group held its Invesco FTSE RAFI Emerging Markets ETF (PXH) position steady in Q1 2024 at 2 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Retirement Group first reported a position in PXH in Q1 2022 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

  • Retirement Group held 2 shares of Invesco FTSE RAFI Emerging Markets ETF worth $39 as of Q1 2024.
  • Retirement Group left its Invesco FTSE RAFI Emerging Markets ETF share count unchanged in Q1 2024.
  • Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #830 holding.
  • Retirement Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2022 and has held it in 9 quarters since.
  • 158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.