Transamerica Financial Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Transamerica Financial 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
2024 Q1	–	Sell	-1	Closed	-$1K	–	674
2023 Q4	$1K	Sell	1 -401	-100%	-$7.25K	﹤0.01%	548
2023 Q3	$8K	Buy	402 +401	+40,100%	+$7.46K	﹤0.01%	341
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	543
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	526
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	605
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	570
2022 Q2	$1K	Buy	+1	New	+$19	﹤0.01%	582
2016 Q2	–	Sell	-300	Closed	-$5K	–	640
2016 Q1	$5K	Buy	+300	New	+$4.11K	﹤0.01%	617
2014 Q4	–	Sell	-453	Closed	-$10K	–	757
2014 Q3	$10K	Buy	453 +237	+110%	+$5.22K	﹤0.01%	477
2014 Q2	$5K	Buy	+216	New	+$4.5K	﹤0.01%	558

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's PXH Position: Q1 2024 in Review

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

Transamerica Financial Advisors first reported a position in PXH in Q2 2014 and held it in 10 quarters. The position peaked at $10K in Q3 2014. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

Transamerica Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 1 Invesco FTSE RAFI Emerging Markets ETF share in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2014 and held it in 10 quarters.
Transamerica Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $10K in Q3 2014.
158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.