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

Focused Wealth Management’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	-91	Closed	-$2K	–	848
2020 Q2	$2K	Sell	91 -40,312	-100%	-$674K	﹤0.01%	687
2020 Q1	$623K	Buy	40,403 +612	+2%	+$12.1K	0.18%	61
2019 Q4	$887K	Buy	39,791 +39,700	+43,626%	+$837K	0.21%	59
2019 Q3	$2K	Sell	91 -39,700	-100%	-$819K	﹤0.01%	640
2019 Q2	$859K	Hold	39,791	–	–	0.23%	58
2019 Q1	$852K	Sell	39,791 -132,961	-77%	-$2.83M	0.26%	58
2018 Q4	$3.42M	Buy	172,752 +172,661	+189,737%	+$3.49M	1.17%	17
2018 Q3	$2K	Hold	91	–	–	﹤0.01%	589
2018 Q2	$2K	Hold	91	–	–	﹤0.01%	584
2018 Q1	$2K	Hold	91	–	–	﹤0.01%	628
2017 Q4	$2K	Hold	91	–	–	﹤0.01%	615
2017 Q3	$2K	Hold	91	–	–	﹤0.01%	583
2017 Q2	$2K	Hold	91	–	–	﹤0.01%	637
2017 Q1	$2K	Hold	91	–	–	﹤0.01%	623
2016 Q4	$2K	Hold	91	–	–	﹤0.01%	617
2016 Q3	$2K	Hold	91	–	–	﹤0.01%	595
2016 Q2	$1K	Hold	91	–	–	﹤0.01%	634
2016 Q1	$1K	Hold	91	–	–	﹤0.01%	614
2015 Q4	$1K	Hold	91	–	–	﹤0.01%	638
2015 Q3	$1K	Hold	91	–	–	﹤0.01%	643
2015 Q2	$2K	Hold	91	–	–	﹤0.01%	588
2015 Q1	$2K	Hold	91	–	–	﹤0.01%	610
2014 Q4	$2K	Hold	91	–	–	﹤0.01%	596
2014 Q3	$2K	Hold	91	–	–	﹤0.01%	606
2014 Q2	$2K	Hold	91	–	–	﹤0.01%	606
2014 Q1	$2K	Hold	91	–	–	﹤0.01%	571
2013 Q4	$2K	Hold	91	–	–	﹤0.01%	568
2013 Q3	$2K	Buy	+91	New	+$1.8K	﹤0.01%	535

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

Focused Wealth Management's PXH Position: Q3 2020 in Review

Focused Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2020, closing a stake of 91 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in PXH in Q3 2013 and held it in 28 quarters. The position peaked at $3.42M in Q4 2018. 97 funds tracked by Wall St. Rank hold PXH as of Q3 2020.

Focused Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 91 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2020, an estimated $2K.
Focused Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2013 and held it in 28 quarters.
Focused Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.42M in Q4 2018.
97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.