U.S. Capital Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-435	Closed	-$7.67K	–	1305
2022 Q4	$7.67K	Buy	+435	New	+$7.4K	﹤0.01%	1312

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's PXH Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 435 shares — an estimated $7.67K sold.

U.S. Capital Wealth Advisors first reported a position in PXH in Q4 2022 and held it in 1 quarter. The position peaked at $7.67K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 435 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $7.67K.
U.S. Capital Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $7.67K in Q4 2022.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.