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

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

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of America

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return