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	$728	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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity Investments

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

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return