Wade Financial Advisory’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Wade Financial Advisory’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
2025 Q1	–	Sell	-11,033	Closed	-$226K	–	81
2024 Q4	$226K	Hold	11,033	–	–	0.08%	74
2024 Q3	$242K	Hold	11,033	–	–	0.08%	73
2024 Q2	$223K	Hold	11,033	–	–	0.08%	78
2024 Q1	$215K	Sell	11,033 -1,483	-12%	-$28.2K	0.08%	77
2023 Q4	$239K	Hold	12,516	–	–	0.09%	72
2023 Q3	$223K	Hold	12,516	–	–	0.1%	70
2023 Q2	$233K	Hold	12,516	–	–	0.09%	70
2023 Q1	$230K	Hold	12,516	–	–	0.1%	73
2022 Q4	$221K	Hold	12,516	–	–	0.1%	74
2022 Q3	$203K	Sell	12,516 -1	-0%	-$18	0.1%	73
2022 Q2	$227K	Hold	12,517	–	–	0.11%	73
2022 Q1	$261K	Buy	12,517 +1	+0%	+$22	0.11%	72
2021 Q4	$274K	Hold	12,516	–	–	0.14%	67
2021 Q3	$280K	Hold	12,516	–	–	0.16%	62
2021 Q2	$292K	Hold	12,516	–	–	0.16%	61
2021 Q1	$282K	Hold	12,516	–	–	0.18%	60
2020 Q4	$265K	Hold	12,516	–	–	0.18%	60
2020 Q3	$220K	Hold	12,516	–	–	0.17%	61
2020 Q2	$216K	Hold	12,516	–	–	0.19%	64
2020 Q1	$193K	Hold	12,516	–	–	0.19%	58
2019 Q4	$279K	Buy	+12,516	New	+$264K	0.25%	53

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wade Financial Advisory's PXH Position: Q1 2025 in Review

Wade Financial Advisory sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2025, closing a stake of 11,033 shares — an estimated $226K sold.

Wade Financial Advisory first reported a position in PXH in Q4 2019 and held it in 21 quarters. The position peaked at $292K in Q2 2021. 183 funds tracked by Wall St. Rank hold PXH as of Q1 2025.

Wade Financial Advisory reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Wade Financial Advisory sold 11,033 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2025, an estimated $226K.
Wade Financial Advisory first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 21 quarters.
Wade Financial Advisory's Invesco FTSE RAFI Emerging Markets ETF position peaked at $292K in Q2 2021.
183 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.