SVA Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

SVA Wealth Management’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 Q2	–	Sell	-13,774	Closed	-$295K	–	216
2019 Q1	$295K	Hold	13,774	–	–	0.03%	185
2018 Q4	$272K	Buy	13,774 +475	+4%	+$9.61K	0.03%	183
2018 Q3	$281K	Sell	13,299 -1,018	-7%	-$21.4K	0.03%	189
2018 Q2	$296K	Buy	14,317 +355	+3%	+$7.89K	0.03%	180
2018 Q1	$298K	Hold	13,962	–	–	0.04%	180
2017 Q4	$312K	Hold	13,962	–	–	0.04%	176
2017 Q3	$298K	Hold	13,962	–	–	0.04%	180
2017 Q2	$277K	Sell	13,962 -656	-4%	-$13.1K	0.04%	175
2017 Q1	$290K	Sell	14,618 -950	-6%	-$18.7K	0.04%	165
2016 Q4	$283K	Hold	15,568	–	–	0.04%	169
2016 Q3	$279K	Sell	15,568 -478	-3%	-$8.4K	0.04%	169
2016 Q2	$261K	Hold	16,046	–	–	0.04%	175
2016 Q1	$250K	Buy	+16,046	New	+$220K	0.04%	179

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

AAS

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

TAIM

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVA Wealth Management's PXH Position: Q2 2019 in Review

SVA Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2019, closing a stake of 13,774 shares — an estimated $295K sold.

SVA Wealth Management first reported a position in PXH in Q1 2016 and held it in 13 quarters. The position peaked at $312K in Q4 2017. 118 funds tracked by Wall St. Rank hold PXH as of Q2 2019.

SVA Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
SVA Wealth Management sold 13,774 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2019, an estimated $295K.
SVA Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2016 and held it in 13 quarters.
SVA Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $312K in Q4 2017.
118 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2019.

Based on SVA Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.