Spectrum Management Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Spectrum Management 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 Q4	–	Sell	-561	Closed	-$10K	–	263
2020 Q3	$10K	Hold	561	–	–	﹤0.01%	196
2020 Q2	$10K	Hold	561	–	–	﹤0.01%	197
2020 Q1	$9K	Hold	561	–	–	﹤0.01%	184
2019 Q4	$13K	Buy	+561	New	+$11.8K	0.01%	196

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

TAIM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Spectrum Management Group's PXH Position: Q4 2020 in Review

Spectrum Management Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2020, closing a stake of 561 shares — an estimated $10K sold.

Spectrum Management Group first reported a position in PXH in Q4 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 108 funds tracked by Wall St. Rank hold PXH as of Q4 2020.

Spectrum Management Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Spectrum Management Group sold 561 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2020, an estimated $10K.
Spectrum Management Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 4 quarters.
Spectrum Management Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $13K in Q4 2019.
108 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.