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	–	1490
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

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

Valeo Financial Advisors's PXH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2021, closing a stake of 457 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in PXH in Q1 2018 and held it in 13 quarters. The position peaked at $64K in Q4 2019. 128 funds tracked by Wall St. Rank hold PXH as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 457 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2021, an estimated $10K.
Valeo Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $64K in Q4 2019.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.