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

WealthPLAN 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
2023
Q3 		– Sell
-67
Closed -$1.25K – 935
2023
Q2 		$1.25K Hold
67
– – ﹤0.01% 1121
2023
Q1 		$1.23K Buy
+67
New +$1.24K ﹤0.01% 1182

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 $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's PXH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2023, closing a stake of 67 shares — an estimated $1.25K sold.

WealthPLAN Partners first reported a position in PXH in Q1 2023 and held it in 2 quarters. The position peaked at $1.25K in Q2 2023. 148 funds tracked by Wall St. Rank hold PXH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 67 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2023, an estimated $1.25K.
  • WealthPLAN Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.25K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.