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

Merriman 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 Q1	–	Sell	-23,800	Closed	-$531K	–	192
2019 Q4	$531K	Buy	+23,800	New	+$502K	0.1%	123
2019 Q3	–	Sell	-165,000	Closed	-$3.62M	–	190
2019 Q2	$3.62M	Sell	165,000 -133,684	-45%	-$2.85M	0.7%	44
2019 Q1	$6.39M	Buy	+298,684	New	+$6.35M	1.21%	30
2016 Q4	–	Sell	-81,188	Closed	-$1.46M	–	163
2016 Q3	$1.46M	Buy	+81,188	New	+$1.43M	0.3%	72

Other funds holding PXH

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 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

Merriman Wealth Management's PXH Position: Q1 2020 in Review

Merriman Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2020, closing a stake of 23,800 shares — an estimated $531K sold.

Merriman Wealth Management first reported a position in PXH in Q3 2016 and held it in 4 quarters. The position peaked at $6.39M in Q1 2019. 120 funds tracked by Wall St. Rank hold PXH as of Q1 2020.

Merriman Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 23,800 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2020, an estimated $531K.
Merriman Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2016 and held it in 4 quarters.
Merriman Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $6.39M in Q1 2019.
120 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.