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

WFG 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
2015 Q4	–	Sell	-400	Closed	-$6K	–	1655
2015 Q3	$6K	Sell	400 -267	-40%	-$4.38K	﹤0.01%	1224
2015 Q2	$13K	Hold	667	–	–	﹤0.01%	1110
2015 Q1	$12K	Hold	667	–	–	﹤0.01%	1152
2014 Q4	$12K	Hold	667	–	–	﹤0.01%	1395
2014 Q3	$14K	Hold	667	–	–	﹤0.01%	1389
2014 Q2	$14K	Hold	667	–	–	﹤0.01%	1390
2014 Q1	$13K	Sell	667 -861	-56%	-$16.4K	﹤0.01%	1397
2013 Q4	$31K	Hold	1,528	–	–	﹤0.01%	1165
2013 Q3	$31K	Hold	1,528	–	–	﹤0.01%	1097
2013 Q2	$29K	Buy	+1,528	New	+$32K	﹤0.01%	1082

Other funds holding PXH

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return