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

Barber Financial 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
2020 Q3	–	Sell	-11,462	Closed	-$198K	–	136
2020 Q2	$198K	Sell	11,462 -345	-3%	-$5.77K	0.05%	115
2020 Q1	$182K	Buy	11,807 +1,198	+11%	+$23.6K	0.06%	104
2019 Q4	$237K	Buy	10,609 +362	+4%	+$7.63K	0.05%	131
2019 Q3	$206K	Sell	10,247 -410	-4%	-$8.46K	0.04%	133
2019 Q2	$230K	Buy	10,657 +600	+6%	+$12.8K	0.05%	124
2019 Q1	$215K	Sell	10,057 -58,139	-85%	-$1.24M	0.04%	121
2018 Q4	$1.35M	Buy	+68,196	New	+$1.38M	0.29%	57

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Barber Financial Group's PXH Position: Q3 2020 in Review

Barber Financial Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2020, closing a stake of 11,462 shares — an estimated $198K sold.

Barber Financial Group first reported a position in PXH in Q4 2018 and held it in 7 quarters. The position peaked at $1.35M in Q4 2018. 97 funds tracked by Wall St. Rank hold PXH as of Q3 2020.

Barber Financial Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Barber Financial Group sold 11,462 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2020, an estimated $198K.
Barber Financial Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and held it in 7 quarters.
Barber Financial Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.35M in Q4 2018.
97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2020.

Based on Barber Financial Group's 13F filing for Q3 2020, filed 4 Nov 2020.