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WFA
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
Shares
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
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$654B AUM
26.35%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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