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Lighthouse Financial Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Lighthouse Financial 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
2020
Q2 		– Sell
-13,944
Closed -$215K – 102
2020
Q1 		$215K Sell
13,944
-95,576
-87% -$1.88M 0.13% 72
2019
Q4 		$2.44M Buy
+109,520
New +$2.31M 1.15% 14

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 $11.7B AUM 21.33% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lighthouse Financial Advisors's PXH Position: Q2 2020 in Review

Lighthouse Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2020, closing a stake of 13,944 shares — an estimated $215K sold.

Lighthouse Financial Advisors first reported a position in PXH in Q4 2019 and held it in 2 quarters. The position peaked at $2.44M in Q4 2019. 107 funds tracked by Wall St. Rank hold PXH as of Q2 2020.

  • Lighthouse Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 13,944 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2020, an estimated $215K.
  • Lighthouse Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
  • Lighthouse Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.44M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.