Sargent Bickham Lagudis’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Sargent Bickham Lagudis’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 Q4	$8.99K	Buy	510 +3	+0.6%	+$51	﹤0.01%	744
2022 Q3	$8K	Hold	507	–	–	﹤0.01%	728
2022 Q2	$9K	Hold	507	–	–	﹤0.01%	717
2022 Q1	$11K	Sell	507 -235	-32%	-$5.11K	﹤0.01%	698
2021 Q4	$16K	Hold	742	–	–	﹤0.01%	642
2021 Q3	$17K	Buy	742 +507	+216%	+$11.5K	﹤0.01%	635
2021 Q2	$5K	Buy	+235	New	+$5.46K	﹤0.01%	802
2020 Q1	–	Sell	-1	Closed	–	–	881
2019 Q4	$0	Buy	+1	New	+$21	﹤0.01%	872
2019 Q3	–	Sell	-94	Closed	-$2K	–	767
2019 Q2	$2K	Buy	+94	New	+$2K	﹤0.01%	719

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TAIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sargent Bickham Lagudis's PXH Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.59% in Q4 2022, buying an estimated $51 and bringing the position to 510 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Sargent Bickham Lagudis first reported a position in PXH in Q2 2019 and has held it in 9 quarters since. The position peaked at $17K in Q3 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

Sargent Bickham Lagudis held 510 shares of Invesco FTSE RAFI Emerging Markets ETF worth $8.99K as of Q4 2022.
Sargent Bickham Lagudis bought 3 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $51.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #744 holding.
Sargent Bickham Lagudis first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2019 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Invesco FTSE RAFI Emerging Markets ETF position peaked at $17K in Q3 2021.
146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.