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Team Financial Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Team Financial Group’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
2024
Q1 		– Sell
-1
Closed -$19 – 165
2023
Q4 		$19 Hold
1
– – ﹤0.01% 218
2023
Q3 		$18 Buy
+1
New +$19 ﹤0.01% 203

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
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

Team Financial Group's PXH Position: Q1 2024 in Review

Team Financial Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 1 share — an estimated $19 sold.

Team Financial Group first reported a position in PXH in Q3 2023 and held it in 2 quarters. The position peaked at $19 in Q4 2023. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

  • Team Financial Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 1 Invesco FTSE RAFI Emerging Markets ETF share in Q1 2024, an estimated $19.
  • Team Financial Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2023 and held it in 2 quarters.
  • Team Financial Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $19 in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.