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Triad Wealth Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-2
Closed -$41 – 694
2024
Q2 		$41 Buy
+2
New +$40 ﹤0.01% 978

Other funds holding PXH

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triad Wealth Partners's PXH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2024, closing a stake of 2 shares — an estimated $41 sold.

Triad Wealth Partners first reported a position in PXH in Q2 2024 and held it in 1 quarter. The position peaked at $41 in Q2 2024. 153 funds tracked by Wall St. Rank hold PXH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2024, an estimated $41.
  • Triad Wealth Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $41 in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.