Clear Investment Research’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Clear Investment Research’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	-410	Closed	-$7K	–	119
2020 Q2	$7K	Sell	410 -3,241	-89%	-$54.2K	0.02%	95
2020 Q1	$56K	Sell	3,651 -215	-6%	-$4.24K	0.14%	64
2019 Q4	$86K	Sell	3,866 -68	-2%	-$1.43K	0.18%	58
2019 Q3	$79K	Sell	3,934 -239	-6%	-$4.93K	0.17%	58
2019 Q2	$90K	Buy	4,173 +1,144	+38%	+$24.3K	0.15%	54
2019 Q1	$60K	Hold	3,029	–	–	0.09%	62
2018 Q4	$60K	Sell	3,029 -453	-13%	-$9.16K	0.1%	59
2018 Q3	$74K	Buy	+3,482	New	+$73.3K	0.11%	58

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

Clear Investment Research's PXH Position: Q3 2020 in Review

Clear Investment Research sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2020, closing a stake of 410 shares — an estimated $7K sold.

Clear Investment Research first reported a position in PXH in Q3 2018 and held it in 8 quarters. The position peaked at $90K in Q2 2019. 97 funds tracked by Wall St. Rank hold PXH as of Q3 2020.

Clear Investment Research reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Clear Investment Research sold 410 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2020, an estimated $7K.
Clear Investment Research first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2018 and held it in 8 quarters.
Clear Investment Research's Invesco FTSE RAFI Emerging Markets ETF position peaked at $90K in Q2 2019.
97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2020.

Based on Clear Investment Research's 13F filing for Q3 2020, filed 4 Nov 2020.