Atlas Capital Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Atlas Capital 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
2021 Q3	–	Sell	-1,475	Closed	-$34.4K	–	968
2021 Q2	$34.4K	Sell	1,475 -710	-32%	-$16.5K	0.01%	577
2021 Q1	$49.2K	Sell	2,185 -715	-25%	-$16K	0.01%	495
2020 Q4	$61.4K	Buy	+2,900	New	+$56.1K	0.01%	450
2020 Q3	–	Sell	-2,900	Closed	-$50.1K	–	520
2020 Q2	$50.1K	Hold	2,900	–	–	0.01%	477
2020 Q1	$44.7K	Sell	2,900 -4,458	-61%	-$87.9K	0.01%	450
2019 Q4	$164K	Hold	7,358	–	–	0.04%	340
2019 Q3	$148K	Hold	7,358	–	–	0.04%	362
2019 Q2	$159K	Hold	7,358	–	–	0.05%	330
2019 Q1	$158K	Sell	7,358 -2,420	-25%	-$51.5K	0.06%	296
2018 Q4	$193K	Hold	9,778	–	–	0.08%	258
2018 Q3	$205K	Sell	9,778 -7,092	-42%	-$149K	0.07%	284
2018 Q2	$355K	Hold	16,870	–	–	0.13%	205
2018 Q1	$397K	Buy	+16,870	New	+$402K	0.12%	216

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Atlas Capital Advisors's PXH Position: Q3 2021 in Review

Atlas Capital Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2021, closing a stake of 1,475 shares — an estimated $34.4K sold.

Atlas Capital Advisors first reported a position in PXH in Q1 2018 and held it in 13 quarters. The position peaked at $397K in Q1 2018. 136 funds tracked by Wall St. Rank hold PXH as of Q3 2021.

Atlas Capital Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 1,475 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2021, an estimated $34.4K.
Atlas Capital Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2018 and held it in 13 quarters.
Atlas Capital Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $397K in Q1 2018.
136 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.