Foundations Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Foundations Investment 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
2022 Q3	–	Sell	-14,969	Closed	-$265K	–	433
2022 Q2	$265K	Sell	14,969 -6	-0%	-$117	0.01%	322
2022 Q1	$309K	Sell	14,975 -50	-0.3%	-$1.09K	0.01%	266
2021 Q4	$343K	Sell	15,025 -796	-5%	-$17.8K	0.01%	252
2021 Q3	$357K	Hold	15,821	–	–	0.02%	233
2021 Q2	$361K	Buy	15,821 +698	+5%	+$16.2K	0.02%	211
2021 Q1	$338K	Buy	15,123 +59	+0.4%	+$1.32K	0.02%	168
2020 Q4	$333K	Sell	15,064 -636	-4%	-$12.3K	0.02%	135
2020 Q3	$275K	Buy	+15,700	New	+$288K	0.06%	140

Other funds holding PXH

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return