AIM
ESGL

Advantage Investment Management’s Invesco ESG Revenue ETF ESGL Stock Holding History

Advantage Investment Management’s Portfolio ESGL Stock Details ESGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$17K Hold
546
– – 0.01% 558
2019
Q2 		$17K Hold
546
– – 0.01% 571
2019
Q1 		$17K Hold
546
– – 0.01% 561
2018
Q4 		$15K Buy
+546
New +$16.6K 0.01% 576

Other funds holding ESGL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Advantage Investment Management's ESGL Position: Q3 2019 in Review

Advantage Investment Management held its Invesco ESG Revenue ETF (ESGL) position steady in Q3 2019 at 546 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #558.

Advantage Investment Management first reported a position in ESGL in Q4 2018 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold ESGL as of Q3 2019.

  • Advantage Investment Management held 546 shares of Invesco ESG Revenue ETF worth $17K as of Q3 2019.
  • Advantage Investment Management left its Invesco ESG Revenue ETF share count unchanged in Q3 2019.
  • Invesco ESG Revenue ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #558 holding.
  • Advantage Investment Management first reported a position in Invesco ESG Revenue ETF in Q4 2018 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.