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

Atlas Private Wealth 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 Q2	–	Sell	-718	Closed	-$16K	–	903
2021 Q1	$16K	Hold	718	–	–	0.01%	422
2020 Q4	$15K	Buy	+718	New	+$13.9K	0.01%	377

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

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

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

TAIM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Atlas Private Wealth Advisors's PXH Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2021, closing a stake of 718 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in PXH in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 128 funds tracked by Wall St. Rank hold PXH as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 718 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 2 quarters.
Atlas Private Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $16K in Q1 2021.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.