Syverson Strege & Co’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-1,363	Closed	-$25K	–	478
2023 Q1	$25K	Sell	1,363 -546	-29%	-$10.1K	0.01%	172
2022 Q4	$53.4K	Sell	1,909 -344	-15%	-$5.85K	0.02%	121
2022 Q3	$54K	Sell	2,253 -613	-21%	-$10.9K	0.03%	117
2022 Q2	$70K	Buy	2,866 +39	+1%	+$758	0.03%	111
2022 Q1	$59K	Buy	2,827 +1	+0%	+$22	0.06%	111
2021 Q4	$62K	Sell	2,826 -522	-16%	-$11.7K	0.05%	122
2021 Q3	$75K	Buy	3,348 +14	+0.4%	+$318	0.06%	109
2021 Q2	$78K	Sell	3,334 -58,079	-95%	-$1.35M	0.07%	102
2021 Q1	$1.38M	Sell	61,413 -4,987	-8%	-$112K	1.44%	11
2020 Q4	$1.41M	Buy	+66,400	New	+$1.28M	1.34%	12

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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Syverson Strege & Co's PXH Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2023, closing a stake of 1,363 shares — an estimated $25K sold.

Syverson Strege & Co first reported a position in PXH in Q4 2020 and held it in 10 quarters. The position peaked at $1.41M in Q4 2020. 150 funds tracked by Wall St. Rank hold PXH as of Q2 2023.

Syverson Strege & Co reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,363 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2023, an estimated $25K.
Syverson Strege & Co first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.41M in Q4 2020.
150 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.