Acorn Wealth Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Acorn Wealth Advisors’s Portfolio EELV Stock Details EELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,927	Closed	-$200K	–	148
2020 Q3	$200K	Sell	9,927 -840	-8%	-$17.1K	0.18%	123
2020 Q2	$209K	Sell	10,767 -3,135	-23%	-$59.2K	0.19%	112
2020 Q1	$247K	Sell	13,902 -4,636	-25%	-$99.3K	0.28%	76
2019 Q4	$438K	Buy	18,538 +141	+0.8%	+$3.28K	0.37%	57
2019 Q3	$429K	Sell	18,397 -528	-3%	-$12.3K	0.37%	56
2019 Q2	$431K	Sell	18,925 -141	-0.7%	-$3.37K	0.39%	52
2019 Q1	$462K	Buy	19,066 +4,771	+33%	+$114K	0.42%	49
2018 Q4	$334K	Buy	14,295 +4,525	+46%	+$106K	0.34%	62
2018 Q3	$230K	Buy	9,770 +5,041	+107%	+$125K	0.23%	106
2018 Q2	$114K	Buy	4,729 +24	+0.5%	+$617	0.1%	161
2018 Q1	$124K	Buy	4,705 +3	+0.1%	+$79	0.11%	150
2017 Q4	$123K	Buy	+4,702	New	+$116K	0.11%	147

Other funds holding EELV

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's EELV Position: Q4 2020 in Review

Acorn Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2020, closing a stake of 9,927 shares — an estimated $200K sold.

Acorn Wealth Advisors first reported a position in EELV in Q4 2017 and held it in 12 quarters. The position peaked at $462K in Q1 2019. 47 funds tracked by Wall St. Rank hold EELV as of Q4 2020.

Acorn Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 9,927 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2020, an estimated $200K.
Acorn Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2017 and held it in 12 quarters.
Acorn Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $462K in Q1 2019.
47 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2020.

Based on Acorn Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.