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

TPG Financial 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	-23,305	Closed	-$360K	–	44
2020 Q1	$360K	Sell	23,305 -31,132	-57%	-$614K	0.36%	33
2019 Q4	$1.21M	Hold	54,437	–	–	1%	18
2019 Q3	$1.09M	Sell	54,437 -17,080	-24%	-$353K	0.98%	18
2019 Q2	$1.56M	Sell	71,517 -2,034	-3%	-$43.3K	1.43%	15
2019 Q1	$1.6M	Sell	73,551 -464	-0.6%	-$9.87K	1.55%	16
2018 Q4	$1.46M	Buy	+74,015	New	+$1.5M	1.59%	19

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