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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return