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

Valeo 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
2021 Q2	–	Sell	-457	Closed	-$10K	–	1494
2021 Q1	$10K	Hold	457	–	–	﹤0.01%	1361
2020 Q4	$10K	Hold	457	–	–	﹤0.01%	1207
2020 Q3	$8K	Buy	457 +125	+38%	+$2.29K	﹤0.01%	1145
2020 Q2	$6K	Sell	332 -124	-27%	-$2.07K	﹤0.01%	1469
2020 Q1	$7K	Sell	456 -2,396	-84%	-$47.2K	﹤0.01%	1219
2019 Q4	$64K	Buy	2,852 +2,547	+835%	+$53.7K	0.01%	561
2019 Q3	$6K	Hold	305	–	–	﹤0.01%	1168
2019 Q2	$7K	Buy	305 +151	+98%	+$3.21K	﹤0.01%	1124
2019 Q1	$3K	Hold	154	–	–	﹤0.01%	1297
2018 Q4	$3K	Hold	154	–	–	﹤0.01%	1216
2018 Q3	$3K	Hold	154	–	–	﹤0.01%	1372
2018 Q2	$3K	Hold	154	–	–	﹤0.01%	1271
2018 Q1	$4K	Buy	+154	New	+$3.67K	﹤0.01%	1207

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