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

Aspire Wealth Management’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
2024 Q1	–	Sell	-379	Closed	-$9.11K	–	191
2023 Q4	$9.11K	Hold	379	–	–	0.01%	158
2023 Q3	$8.53K	Hold	379	–	–	0.01%	156
2023 Q2	$8.91K	Hold	379	–	–	0.01%	163
2023 Q1	$8.8K	Sell	379 -10,582	-97%	-$248K	0.01%	160
2022 Q4	$252K	Sell	10,961 -286	-3%	-$6.34K	0.22%	72
2022 Q3	$236K	Buy	+11,247	New	+$258K	0.22%	73

Other funds holding EELV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aspire Wealth Management's EELV Position: Q1 2024 in Review

Aspire Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2024, closing a stake of 379 shares — an estimated $9.11K sold.

Aspire Wealth Management first reported a position in EELV in Q3 2022 and held it in 6 quarters. The position peaked at $252K in Q4 2022. 111 funds tracked by Wall St. Rank hold EELV as of Q1 2024.

Aspire Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 379 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2024, an estimated $9.11K.
Aspire Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2022 and held it in 6 quarters.
Aspire Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $252K in Q4 2022.
111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.