Regal Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Regal Investment Advisors’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
2019 Q1	–	Sell	-16,687	Closed	-$330K	–	383
2018 Q4	$330K	Buy	16,687 +45	+0.3%	+$910	0.07%	229
2018 Q3	$352K	Buy	+16,642	New	+$350K	0.07%	222
2017 Q4	–	Sell	-13,490	Closed	-$288K	–	303
2017 Q3	$288K	Buy	13,490 +2,726	+25%	+$57.9K	0.07%	222
2017 Q2	$214K	Buy	10,764 +511	+5%	+$10.2K	0.05%	244
2017 Q1	$203K	Buy	+10,253	New	+$202K	0.05%	247

Other funds holding PXH

CSIA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAS

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's PXH Position: Q1 2019 in Review

Regal Investment Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2019, closing a stake of 16,687 shares — an estimated $330K sold.

Regal Investment Advisors first reported a position in PXH in Q1 2017 and held it in 5 quarters. The position peaked at $352K in Q3 2018. 114 funds tracked by Wall St. Rank hold PXH as of Q1 2019.

Regal Investment Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 16,687 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2019, an estimated $330K.
Regal Investment Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2017 and held it in 5 quarters.
Regal Investment Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $352K in Q3 2018.
114 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.