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Three Bridge Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Three Bridge Wealth Advisors’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
2025
Q4 		– Sell
-8,725
Closed -$222K – 93
2025
Q3 		$222K Buy
8,725
+82
+0.9% +$2K 0.06% 81
2025
Q2 		$202K Buy
+8,643
New +$190K 0.05% 122
2023
Q3 		– Sell
-12,361
Closed -$230K – 95
2023
Q2 		$230K Sell
12,361
-640
-5% -$11.9K 0.1% 83
2023
Q1 		$239K Sell
13,001
-6,223
-32% -$115K 0.11% 77
2022
Q4 		$339K Sell
19,224
-4,596
-19% -$78.2K 0.18% 59
2022
Q3 		$385K Buy
23,820
+1,097
+5% +$19.5K 0.2% 61
2022
Q2 		$413K Sell
22,723
-340
-1% -$6.61K 0.2% 60
2022
Q1 		$480K Buy
+23,063
New +$502K 0.13% 59

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return