Patriot Financial Group Insurance Agency’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q4	–	Sell	-910	Closed	-$20K	–	2237
2021 Q3	$20K	Sell	910 -185	-17%	-$4.21K	﹤0.01%	1217
2021 Q2	$26K	Sell	1,095 -3,620	-77%	-$84K	﹤0.01%	1075
2021 Q1	$106K	Sell	4,715 -3,339	-41%	-$74.9K	0.02%	540
2020 Q4	$170K	Buy	8,054 +57	+0.7%	+$1.1K	0.04%	378
2020 Q3	$140K	Buy	7,997 +855	+12%	+$15.7K	0.05%	333
2020 Q2	$123K	Buy	+7,142	New	+$119K	0.05%	310

Other funds holding PXH

CSIA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PXH Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2021, closing a stake of 910 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in PXH in Q2 2020 and held it in 6 quarters. The position peaked at $170K in Q4 2020. 128 funds tracked by Wall St. Rank hold PXH as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 910 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2021, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Invesco FTSE RAFI Emerging Markets ETF position peaked at $170K in Q4 2020.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.