TD Ameritrade Investment Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

TD Ameritrade Investment 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 Q3	–	Sell	-17,511	Closed	-$326K	–	368
2023 Q2	$326K	Sell	17,511 -2,034,417	-99%	-$37.7M	﹤0.01%	130
2023 Q1	$37.7M	Sell	2,051,928 -139,572	-6%	-$2.58M	0.39%	38
2022 Q4	$38.6M	Sell	2,191,500 -55,565	-2%	-$945K	0.39%	39
2022 Q3	$36.4M	Sell	2,247,065 -3,752	-0.2%	-$66.7K	0.36%	39
2022 Q2	$40.9M	Sell	2,250,817 -57,860	-3%	-$1.12M	0.36%	41
2022 Q1	$48.1M	Buy	2,308,677 +7,967	+0.3%	+$173K	0.36%	44
2021 Q4	$50.4M	Sell	2,300,710 -1,993,157	-46%	-$44.6M	0.35%	45
2021 Q3	$75.4M	Buy	4,293,867 +750,618	+21%	+$17.1M	0.62%	34
2021 Q2	$82.7M	Sell	3,543,249 -586,884	-14%	-$13.6M	0.59%	35
2021 Q1	$87.4M	Hold	4,130,133	–	–	0.67%	32
2020 Q4	$87.4M	Sell	4,130,133 -163,734	-4%	-$3.17M	0.67%	32
2020 Q3	$75.4M	Sell	4,293,867 -6,765	-0.2%	-$124K	0.62%	34
2020 Q2	$74.4M	Buy	4,300,632 +603,641	+16%	+$10.1M	0.62%	33
2020 Q1	$57M	Buy	3,696,991 +45,629	+1%	+$899K	0.53%	37
2019 Q4	$81.4M	Buy	3,651,362 +124,267	+4%	+$2.62M	0.62%	33
2019 Q3	$70.8M	Buy	3,527,095 +158,035	+5%	+$3.26M	0.57%	36
2019 Q2	$72.8M	Buy	3,369,060 +135,584	+4%	+$2.89M	0.59%	36
2019 Q1	$69.2M	Buy	3,233,476 +30,737	+1%	+$654K	0.58%	37
2018 Q4	$63.3M	Buy	3,202,739 +98,076	+3%	+$1.98M	0.58%	37
2018 Q3	$65.6M	Sell	3,104,663 -177,253	-5%	-$3.73M	0.54%	38
2018 Q2	$67.8M	Buy	3,281,916 +107,317	+3%	+$2.39M	0.58%	36
2018 Q1	$74.6M	Buy	3,174,599 +135,581	+4%	+$3.23M	0.81%	25
2017 Q4	$67.9M	Buy	+3,039,018	New	+$66M	0.77%	25
2014 Q2	–	Sell	-263,226	Closed	-$5.23M	–	104
2014 Q1	$5.23M	Buy	263,226 +4,214	+2%	+$80.2K	0.15%	45
2013 Q4	$5.31M	Sell	259,012 -1,953	-0.7%	-$40.5K	0.16%	44
2013 Q3	$5.3M	Buy	260,965 +13,385	+5%	+$264K	0.18%	43
2013 Q2	$4.74M	Buy	+247,580	New	+$5.19M	0.18%	42

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 $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's PXH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2023, closing a stake of 17,511 shares — an estimated $326K sold.

TD Ameritrade Investment Management first reported a position in PXH in Q2 2013 and held it in 27 quarters. The position peaked at $87.4M in Q1 2021. 148 funds tracked by Wall St. Rank hold PXH as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 17,511 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2023, an estimated $326K.
TD Ameritrade Investment Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and held it in 27 quarters.
TD Ameritrade Investment Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $87.4M in Q1 2021.
148 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.