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USA Financial Formulas’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-44,271
Closed -$878K – 297
2017
Q1 		$878K Buy
+44,271
New +$872K 0.21% 104

Other funds holding PXH

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USA Financial Formulas's PXH Position: Q2 2017 in Review

USA Financial Formulas sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2017, closing a stake of 44,271 shares — an estimated $878K sold.

USA Financial Formulas first reported a position in PXH in Q1 2017 and held it in 1 quarter. The position peaked at $878K in Q1 2017. 75 funds tracked by Wall St. Rank hold PXH as of Q2 2017.

  • USA Financial Formulas reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 44,271 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2017, an estimated $878K.
  • USA Financial Formulas first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's Invesco FTSE RAFI Emerging Markets ETF position peaked at $878K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.