Wealthcare Advisory Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Wealthcare Advisory Partners’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	-2,325	Closed	-$52K	–	1533
2021 Q1	$52K	Buy	+2,325	New	+$52.2K	﹤0.01%	861
2020 Q2	–	Sell	-1,000	Closed	-$15K	–	1097
2020 Q1	$15K	Hold	1,000	–	–	﹤0.01%	806
2019 Q4	$22K	Sell	1,000 -4,287	-81%	-$90.4K	﹤0.01%	745
2019 Q3	$106K	Sell	5,287 -1,681	-24%	-$34.7K	0.02%	376
2019 Q2	$151K	Buy	6,968 +5,968	+597%	+$127K	0.02%	311
2019 Q1	$21K	Hold	1,000	–	–	﹤0.01%	649
2018 Q4	$20K	Hold	1,000	–	–	﹤0.01%	625
2018 Q3	$21K	Buy	1,000 +500	+100%	+$10.5K	﹤0.01%	662
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	843
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	694
2017 Q4	$11K	Sell	500 -1,000	-67%	-$21.7K	﹤0.01%	660
2017 Q3	$32K	Buy	+1,500	New	+$31.9K	0.01%	362

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

Wealthcare Advisory Partners's PXH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2021, closing a stake of 2,325 shares — an estimated $52K sold.

Wealthcare Advisory Partners first reported a position in PXH in Q3 2017 and held it in 12 quarters. The position peaked at $151K in Q2 2019. 128 funds tracked by Wall St. Rank hold PXH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,325 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2021, an estimated $52K.
Wealthcare Advisory Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $151K in Q2 2019.
128 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.