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

Sheets Smith 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
2023
Q4 		– Sell
-155
Closed -$2.77K – 455
2023
Q3 		$2.77K Buy
+155
New +$2.88K ﹤0.01% 471
2022
Q1 		– Sell
-14,642
Closed -$321K – 380
2021
Q4 		$321K Buy
14,642
+2,806
+24% +$62.7K 0.04% 301
2021
Q3 		$264K Buy
+11,836
New +$269K 0.04% 317
2018
Q2 		– Sell
-16,298
Closed -$383K – 327
2018
Q1 		$383K Sell
16,298
-435
-3% -$10.4K 0.09% 220
2017
Q4 		$374K Buy
16,733
+1,110
+7% +$24.1K 0.09% 230
2017
Q3 		$333K Buy
15,623
+249
+2% +$5.29K 0.08% 231
2017
Q2 		$305K Buy
15,374
+63
+0.4% +$1.25K 0.08% 229
2017
Q1 		$304K Buy
15,311
+38
+0.2% +$748 0.08% 229
2016
Q4 		$277K Buy
15,273
+292
+2% +$5.32K 0.08% 235
2016
Q3 		$268K Buy
14,981
+299
+2% +$5.25K 0.08% 223
2016
Q2 		$239K Buy
14,682
+716
+5% +$11.2K 0.07% 222
2016
Q1 		$218K Buy
13,966
+2,170
+18% +$29.7K 0.07% 213
2015
Q4 		$164K Buy
+11,796
New +$178K 0.05% 217
2015
Q3 		– Sell
-27,810
Closed -$535K – 230
2015
Q2 		$535K Sell
27,810
-163
-0.6% -$3.27K 0.15% 161
2015
Q1 		$518K Buy
27,973
+5,460
+24% +$102K 0.14% 164
2014
Q4 		$419K Buy
+22,513
New +$440K 0.11% 181
2014
Q2 		– Sell
-12,173
Closed -$242K – 278
2014
Q1 		$242K Buy
12,173
+1,266
+12% +$24.1K 0.07% 213
2013
Q4 		$223K Buy
+10,907
New +$226K 0.06% 235

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's PXH Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2023, closing a stake of 155 shares — an estimated $2.77K sold.

Sheets Smith Wealth Management first reported a position in PXH in Q4 2013 and held it in 18 quarters. The position peaked at $535K in Q2 2015. 156 funds tracked by Wall St. Rank hold PXH as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 155 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2023, an estimated $2.77K.
  • Sheets Smith Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2013 and held it in 18 quarters.
  • Sheets Smith Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $535K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.