USAdvisors Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

USAdvisors Wealth Management’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
2021 Q2	–	Sell	-7,502	Closed	-$740K	–	109
2021 Q1	$740K	Sell	7,502 -25,180	-77%	-$565K	0.36%	59
2020 Q4	$697K	Sell	32,682 -8,812	-21%	-$171K	0.33%	50
2020 Q3	$728K	Buy	41,494 +840	+2%	+$15.4K	0.11%	46
2020 Q2	$703K	Buy	40,654 +5,838	+17%	+$97.6K	0.37%	43
2020 Q1	$537K	Buy	34,816 +19,220	+123%	+$379K	0.33%	51
2019 Q4	$347K	Buy	+15,596	New	+$329K	0.18%	65

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

USAdvisors Wealth Management's PXH Position: Q2 2021 in Review

USAdvisors Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2021, closing a stake of 7,502 shares — an estimated $740K sold.

USAdvisors Wealth Management first reported a position in PXH in Q4 2019 and held it in 6 quarters. The position peaked at $740K in Q1 2021. 128 funds tracked by Wall St. Rank hold PXH as of Q2 2021.

USAdvisors Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 7,502 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2021, an estimated $740K.
USAdvisors Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
USAdvisors Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $740K in Q1 2021.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2021.

Based on USAdvisors Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.