Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-362	Closed	-$6K	–	830
2022 Q3	$6K	Hold	362	–	–	﹤0.01%	345
2022 Q2	$7K	Buy	+362	New	+$7.03K	﹤0.01%	300
2022 Q1	–	Sell	-362	Closed	-$8K	–	616
2021 Q4	$8K	Hold	362	–	–	﹤0.01%	275
2021 Q3	$8K	Hold	362	–	–	﹤0.01%	264
2021 Q2	$8K	Hold	362	–	–	﹤0.01%	285
2021 Q1	$8K	Sell	362 -31	-8%	-$696	﹤0.01%	235
2020 Q4	$8K	Buy	+393	New	+$7.61K	﹤0.01%	233

Other funds holding PXH

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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