Avestar Capital’s Invesco ESG Revenue ETF ESGL Stock Holding History

Avestar Capital’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	–	Sell	-700	Closed	-$22K	–	959
2019 Q2	$22K	Hold	700	–	–	0.01%	383
2019 Q1	$21K	Buy	700 +100	+17%	+$3.03K	0.01%	374
2018 Q4	$16K	Hold	600	–	–	0.01%	368
2018 Q3	$19K	Buy	600 +450	+300%	+$14.3K	0.01%	375
2018 Q2	$4K	Buy	+150	New	+$4.59K	﹤0.01%	623

Other funds holding ESGL

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Avestar Capital's ESGL Position: Q3 2019 in Review

Avestar Capital sold out of Invesco ESG Revenue ETF (ESGL) in Q3 2019, closing a stake of 700 shares — an estimated $22K sold.

Avestar Capital first reported a position in ESGL in Q2 2018 and held it in 5 quarters. The position peaked at $22K in Q2 2019. 11 funds tracked by Wall St. Rank hold ESGL as of Q3 2019.

Avestar Capital reported no remaining Invesco ESG Revenue ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 700 Invesco ESG Revenue ETF shares in Q3 2019, an estimated $22K.
Avestar Capital first reported a position in Invesco ESG Revenue ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's Invesco ESG Revenue ETF position peaked at $22K in Q2 2019.
11 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.