PWC
PXH icon

PYA Waltman Capital’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

PYA Waltman Capital’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
Q3 		– Sell
-277,429
Closed -$6.48M – 39
2021
Q2 		$6.48M Buy
277,429
+12,885
+5% +$299K 3.37% 12
2021
Q1 		$5.96M Buy
264,544
+14,651
+6% +$329K 3.38% 12
2020
Q4 		$5.29M Buy
249,893
+10,188
+4% +$197K 3.15% 12
2020
Q3 		$4.21M Buy
239,705
+7,044
+3% +$129K 2.96% 13
2020
Q2 		$4.02M Buy
232,661
+16,334
+8% +$273K 3.31% 12
2020
Q1 		$3.34M Buy
216,327
+2,100
+1% +$41.4K 3.54% 9
2019
Q4 		$4.78M Buy
+214,227
New +$4.52M 4.29% 9

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return