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	-$36.2K	–	190
2019 Q2	$36.2K	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

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

Victory Capital Management

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

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return