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

Frontier 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
2022 Q2	$2.17M	Buy	+119,356	New	+$2.32M	0.16%	119
2018 Q2	–	Sell	-170,131	Closed	-$4M	–	410
2018 Q1	$4M	Buy	170,131 +7,885	+5%	+$188K	0.56%	46
2017 Q4	$3.62M	Sell	162,246 -9,850	-6%	-$214K	0.58%	41
2017 Q3	$3.67M	Sell	172,096 -492	-0.3%	-$10.5K	0.53%	47
2017 Q2	$3.43M	Sell	172,588 -40,881	-19%	-$814K	0.52%	51
2017 Q1	$4.24M	Sell	213,469 -3,591	-2%	-$70.7K	0.65%	42
2016 Q4	$3.94M	Buy	217,060 +6,425	+3%	+$117K	0.64%	40
2016 Q3	$3.77M	Buy	210,635 +25,685	+14%	+$451K	0.57%	41
2016 Q2	$3M	Buy	184,950 +3,991	+2%	+$62.2K	0.48%	50
2016 Q1	$2.82M	Sell	180,959 -4,872	-3%	-$66.8K	0.24%	58
2015 Q4	$2.59M	Sell	185,831 -22,854	-11%	-$345K	0.42%	65
2015 Q3	$3M	Sell	208,685 -5,234	-2%	-$85.9K	0.47%	55
2015 Q2	$4.12M	Sell	213,919 -18,495	-8%	-$371K	0.63%	35
2015 Q1	$4.3M	Buy	+232,414	New	+$4.36M	0.69%	31

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

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

BCI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TAIM

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Frontier Wealth Management's PXH Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2022: 119,356 shares worth $2.17M. The stake represents 0.16% of the portfolio and ranks #119 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in PXH as recently as Q1 2018.

Frontier Wealth Management first reported a position in PXH in Q1 2015 and has held it in 14 quarters since. The position peaked at $4.3M in Q1 2015. 141 funds tracked by Wall St. Rank hold PXH as of Q2 2022.

Frontier Wealth Management held 119,356 shares of Invesco FTSE RAFI Emerging Markets ETF worth $2.17M as of Q2 2022.
Invesco FTSE RAFI Emerging Markets ETF was a new Frontier Wealth Management position in Q2 2022.
Invesco FTSE RAFI Emerging Markets ETF made up 0.16% of Frontier Wealth Management's portfolio in Q2 2022, its #119 holding.
Frontier Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2015 and has held it in 14 quarters since.
Frontier Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $4.3M in Q1 2015.
141 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.