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Sigma Planning Corp’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Sigma Planning Corp’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
2015
Q2 		– Sell
-10,255
Closed -$190K – 756
2015
Q1 		$190K Buy
10,255
+241
+2% +$4.52K 0.03% 674
2014
Q4 		$187K Buy
+10,014
New +$196K 0.02% 642

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sigma Planning Corp's PXH Position: Q2 2015 in Review

Sigma Planning Corp sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2015, closing a stake of 10,255 shares — an estimated $190K sold.

Sigma Planning Corp first reported a position in PXH in Q4 2014 and held it in 2 quarters. The position peaked at $190K in Q1 2015. 63 funds tracked by Wall St. Rank hold PXH as of Q2 2015.

  • Sigma Planning Corp reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 10,255 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2015, an estimated $190K.
  • Sigma Planning Corp first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2014 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco FTSE RAFI Emerging Markets ETF position peaked at $190K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2015.

Based on Sigma Planning Corp's 13F filing for Q2 2015, filed 14 Jul 2015.