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

Sculati Wealth Management’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	–	Sell	-22,911	Closed	-$371K	–	114
2022 Q3	$371K	Hold	22,911	–	–	0.22%	87
2022 Q2	$416K	Hold	22,911	–	–	0.24%	84
2022 Q1	$477K	Hold	22,911	–	–	0.23%	84
2021 Q4	$502K	Buy	22,911 +2,110	+10%	+$47.2K	0.24%	85
2021 Q3	$465K	Hold	20,801	–	–	0.25%	85
2021 Q2	$486K	Buy	20,801 +44	+0.2%	+$1.02K	0.26%	86
2021 Q1	$467K	Hold	20,757	–	–	0.27%	89
2020 Q4	$439K	Hold	20,757	–	–	0.29%	77
2020 Q3	$364K	Buy	20,757 +270	+1%	+$4.95K	0.27%	78
2020 Q2	$354K	Buy	20,487 +308	+2%	+$5.15K	0.3%	71
2020 Q1	$311K	Buy	20,179 +7,460	+59%	+$147K	0.34%	63
2019 Q4	$284K	Buy	+12,719	New	+$268K	0.25%	72

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

Sculati Wealth Management's PXH Position: Q4 2022 in Review

Sculati Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 22,911 shares — an estimated $371K sold.

Sculati Wealth Management first reported a position in PXH in Q4 2019 and held it in 12 quarters. The position peaked at $502K in Q4 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

Sculati Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Sculati Wealth Management sold 22,911 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $371K.
Sculati Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 12 quarters.
Sculati Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $502K in Q4 2021.
146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Sculati Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.