Bison Wealth’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bison Wealth’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 Q4	–	Sell	-502	Closed	-$11K	–	442
2021 Q3	$11K	Sell	502 -5	-1%	-$114	0.01%	418
2021 Q2	$12K	Hold	507	–	–	0.01%	398
2021 Q1	$11K	Buy	507 +3	+0.6%	+$67	﹤0.01%	415
2020 Q4	$11K	Buy	504 +503	+50,300%	+$9.73K	0.01%	361
2020 Q3	$0	Buy	+1	New	+$18	﹤0.01%	387

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

BCI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

TAIM

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

FDCDDQ

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

Bison Wealth's PXH Position: Q4 2021 in Review

Bison Wealth sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2021, closing a stake of 502 shares — an estimated $11K sold.

Bison Wealth first reported a position in PXH in Q3 2020 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 128 funds tracked by Wall St. Rank hold PXH as of Q4 2021.

Bison Wealth reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 502 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2021, an estimated $11K.
Bison Wealth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2020 and held it in 5 quarters.
Bison Wealth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $12K in Q2 2021.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.