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Advisor Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Advisor Group’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
2019
Q4 		$2.84M Sell
127,207
-5,240
-4% -$110K 0.02% 652
2019
Q3 		$2.66M Sell
132,447
-1,976
-1% -$40.8K 0.02% 644
2019
Q2 		$2.9M Buy
134,423
+10,086
+8% +$215K 0.02% 603
2019
Q1 		$2.66M Buy
124,337
+59,498
+92% +$1.27M 0.02% 616
2018
Q4 		$1.28M Buy
64,839
+57,636
+800% +$1.17M 0.01% 822
2018
Q3 		$151K Sell
7,203
-3,610
-33% -$76K ﹤0.01% 2403
2018
Q2 		$223K Sell
10,813
-22,649
-68% -$504K ﹤0.01% 1891
2018
Q1 		$786K Buy
33,462
+23,348
+231% +$556K 0.01% 1010
2017
Q4 		$226K Sell
10,114
-49,283
-83% -$1.07M ﹤0.01% 1888
2017
Q3 		$1.27M Sell
59,397
-10,416
-15% -$221K 0.02% 690
2017
Q2 		$1.39M Sell
69,813
-7,957
-10% -$158K 0.02% 604
2017
Q1 		$1.54M Sell
77,770
-2,242
-3% -$44.2K 0.03% 535
2016
Q4 		$1.45M Buy
80,012
+65,872
+466% +$1.2M 0.03% 518
2016
Q3 		$253K Buy
14,140
+13,240
+1,471% +$233K 0.01% 1374
2016
Q2 		$13K Buy
+900
New +$14K ﹤0.01% 3337

Other funds holding PXH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Advisor Group's PXH Position: Q4 2019 in Review

Advisor Group reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 4% in Q4 2019, selling an estimated $110K and leaving 127,207 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #652.

Advisor Group first reported a position in PXH in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2019. 137 funds tracked by Wall St. Rank hold PXH as of Q4 2019.

  • Advisor Group held 127,207 shares of Invesco FTSE RAFI Emerging Markets ETF worth $2.84M as of Q4 2019.
  • Advisor Group sold 5,240 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2019, an estimated $110K.
  • Invesco FTSE RAFI Emerging Markets ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #652 holding.
  • Advisor Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.9M in Q2 2019.
  • 137 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.