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

Prestige Wealth Management Group’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	-61	Closed	-$1K	–	1048
2021 Q3	$1K	Buy	+61	New	+$1.39K	﹤0.01%	925
2020 Q1	–	Sell	-7,629	Closed	-$170K	–	983
2019 Q4	$170K	Hold	7,629	–	–	0.09%	129
2019 Q3	$153K	Sell	7,629 -502	-6%	-$10.4K	0.09%	126
2019 Q2	$175K	Sell	8,131 -1,678	-17%	-$35.7K	0.11%	113
2019 Q1	$210K	Sell	9,809 -483	-5%	-$10.3K	0.13%	109
2018 Q4	$203K	Buy	+10,292	New	+$208K	0.15%	108

Other funds holding PXH

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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