Tiedemann Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Tiedemann Advisors’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	-23,320	Closed	-$360K	–	315
2020 Q1	$360K	Hold	23,320	–	–	0.02%	220
2019 Q4	$520K	Sell	23,320 -59	-0.3%	-$1.24K	0.02%	210
2019 Q3	$468K	Buy	23,379 +59	+0.3%	+$1.22K	0.02%	221
2019 Q2	$504K	Sell	23,320 -28,598	-55%	-$609K	0.03%	199
2019 Q1	$1.11M	Hold	51,918	–	–	0.05%	207
2018 Q4	$1.03M	Hold	51,918	–	–	0.05%	205
2018 Q3	$1.1M	Sell	51,918 -9,954	-16%	-$209K	0.07%	158
2018 Q2	$1.28M	Sell	61,872 -5,167	-8%	-$115K	0.08%	141
2018 Q1	$1.58M	Hold	67,039	–	–	0.11%	110
2017 Q4	$1.5M	Hold	67,039	–	–	0.11%	95
2017 Q3	$1.43M	Buy	+67,039	New	+$1.42M	0.13%	116

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tiedemann Advisors's PXH Position: Q2 2020 in Review

Tiedemann Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2020, closing a stake of 23,320 shares — an estimated $360K sold.

Tiedemann Advisors first reported a position in PXH in Q3 2017 and held it in 11 quarters. The position peaked at $1.58M in Q1 2018. 107 funds tracked by Wall St. Rank hold PXH as of Q2 2020.

Tiedemann Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Tiedemann Advisors sold 23,320 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2020, an estimated $360K.
Tiedemann Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2017 and held it in 11 quarters.
Tiedemann Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.58M in Q1 2018.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2020.

Based on Tiedemann Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.