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Ladenburg Thalmann Financial Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$7.07M Buy
316,942
+269,743
+572% +$5.69M 0.04% 385
2019
Q3 		$947K Buy
47,199
+2,704
+6% +$55.8K 0.01% 1286
2019
Q2 		$962K Buy
44,495
+4,194
+10% +$89.3K 0.01% 1263
2019
Q1 		$863K Buy
40,301
+28,406
+239% +$604K 0.01% 1288
2018
Q4 		$235K Sell
11,895
-17,580
-60% -$356K ﹤0.01% 2118
2018
Q3 		$623K Buy
29,475
+3,960
+16% +$83.3K 0.01% 1447
2018
Q2 		$599K Hold
25,515
– – 0.01% 1440
2018
Q1 		$599K Buy
25,515
+15,539
+156% +$370K 0.01% 1440
2017
Q4 		$222K Sell
9,976
-18,253
-65% -$396K ﹤0.01% 2139
2017
Q3 		$602K Sell
28,229
-2,054
-7% -$43.6K 0.01% 1329
2017
Q2 		$601K Buy
30,283
+6,653
+28% +$133K 0.01% 1271
2017
Q1 		$469K Sell
23,630
-785
-3% -$15.5K 0.01% 1350
2016
Q4 		$443K Buy
24,415
+20,426
+512% +$372K 0.01% 1330
2016
Q3 		$71K Buy
3,989
+2,527
+173% +$44.4K ﹤0.01% 2508
2016
Q2 		$24K Buy
1,462
+393
+37% +$6.13K ﹤0.01% 3230
2016
Q1 		$17K Sell
1,069
-6,106
-85% -$83.7K ﹤0.01% 3374
2015
Q4 		$100K Sell
7,175
-5,033
-41% -$76K ﹤0.01% 2057
2015
Q3 		$176K Buy
12,208
+11,450
+1,511% +$188K ﹤0.01% 1566
2015
Q2 		$15K Sell
758
-25
-3% -$502 ﹤0.01% 3425
2015
Q1 		$14K Hold
783
– – ﹤0.01% 3418
2014
Q4 		$15K Hold
783
– – ﹤0.01% 3176
2014
Q3 		$16K Hold
783
– – ﹤0.01% 2825
2014
Q2 		$17K Sell
783
-1,065
-58% -$22.2K ﹤0.01% 2778
2014
Q1 		$37K Hold
1,848
– – ﹤0.01% 2163
2013
Q4 		$38K Hold
1,848
– – ﹤0.01% 2108
2013
Q3 		$38K Buy
1,848
+1,183
+178% +$23.4K ﹤0.01% 1999
2013
Q2 		$13K Buy
+665
New +$13.9K ﹤0.01% 2580

Other funds holding PXH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PXH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 572% in Q4 2019, buying an estimated $5.69M and bringing the position to 316,942 shares worth $7.07M. The position accounts for 0.04% of the portfolio, ranked #385.

Ladenburg Thalmann Financial Services first reported a position in PXH in Q2 2013 and has held it in 27 quarters since. 137 funds tracked by Wall St. Rank hold PXH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 316,942 shares of Invesco FTSE RAFI Emerging Markets ETF worth $7.07M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 269,743 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2019, an estimated $5.69M.
  • Invesco FTSE RAFI Emerging Markets ETF made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #385 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and has held it in 27 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.