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

Safeguard Financial’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
2023
Q3 		– Sell
-1,375
Closed -$25K – 429
2023
Q2 		$25K Buy
+1,375
New +$25.5K 0.01% 236

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Safeguard Financial's PXH Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2023, closing a stake of 1,375 shares — an estimated $25K sold.

Safeguard Financial first reported a position in PXH in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 148 funds tracked by Wall St. Rank hold PXH as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,375 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2023, an estimated $25K.
  • Safeguard Financial first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco FTSE RAFI Emerging Markets ETF position peaked at $25K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.