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Trifecta Capital Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Trifecta Capital 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
2023
Q1 		– Sell
-24
Closed -$423 – 447
2022
Q4 		$423 Buy
+24
New +$408 ﹤0.01% 429

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trifecta Capital Advisors's PXH Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 24 shares — an estimated $423 sold.

Trifecta Capital Advisors first reported a position in PXH in Q4 2022 and held it in 1 quarter. The position peaked at $423 in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 24 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $423.
  • Trifecta Capital Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $423 in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.