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

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

TPG Financial Advisors's PXH Position: Q2 2020 in Review

TPG Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2020, closing a stake of 23,305 shares — an estimated $360K sold.

TPG Financial Advisors first reported a position in PXH in Q4 2018 and held it in 6 quarters. The position peaked at $1.6M in Q1 2019. 107 funds tracked by Wall St. Rank hold PXH as of Q2 2020.

TPG Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
TPG Financial Advisors sold 23,305 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2020, an estimated $360K.
TPG Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
TPG Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $1.6M in Q1 2019.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2020.

Based on TPG Financial Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.