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	–	385
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	–	304
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

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

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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return