Sargent Bickham Lagudis’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$8.99K	Buy	510 +3	+0.6%	+$51	﹤0.01%	744
2022 Q3	$8K	Hold	507	–	–	﹤0.01%	728
2022 Q2	$9K	Hold	507	–	–	﹤0.01%	717
2022 Q1	$11K	Sell	507 -235	-32%	-$5.11K	﹤0.01%	698
2021 Q4	$16K	Hold	742	–	–	﹤0.01%	642
2021 Q3	$17K	Buy	742 +507	+216%	+$11.5K	﹤0.01%	635
2021 Q2	$5K	Buy	+235	New	+$5.46K	﹤0.01%	802
2020 Q1	–	Sell	-1	Closed	–	–	883
2019 Q4	$0	Buy	+1	New	+$21	﹤0.01%	872
2019 Q3	–	Sell	-94	Closed	-$2K	–	767
2019 Q2	$2K	Buy	+94	New	+$2K	﹤0.01%	719

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Fidelity Investments

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

Bank of America

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