Resource Planning Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Resource Planning 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
2020 Q2	–	Sell	-10,432	Closed	-$161K	–	56
2020 Q1	$161K	Sell	10,432 -4,303	-29%	-$84.8K	0.14%	48
2019 Q4	$329K	Sell	14,735 -498	-3%	-$10.5K	0.19%	50
2019 Q3	$306K	Sell	15,233 -2,287	-13%	-$47.2K	0.18%	51
2019 Q2	$378K	Buy	+17,520	New	+$373K	0.22%	42

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 $11.7B AUM 21.33% 1-Year Est. Return

TAIM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Resource Planning Group's PXH Position: Q2 2020 in Review

Resource Planning Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2020, closing a stake of 10,432 shares — an estimated $161K sold.

Resource Planning Group first reported a position in PXH in Q2 2019 and held it in 4 quarters. The position peaked at $378K in Q2 2019. 107 funds tracked by Wall St. Rank hold PXH as of Q2 2020.

Resource Planning Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Resource Planning Group sold 10,432 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2020, an estimated $161K.
Resource Planning Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2019 and held it in 4 quarters.
Resource Planning Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $378K in Q2 2019.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2020.

Based on Resource Planning Group's 13F filing for Q2 2020, filed 28 Sep 2020.