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

Beaird Harris 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
Q2 		– Sell
-34
Closed -$813 – 733
2024
Q1 		$813 Buy
+34
New +$807 ﹤0.01% 562

Other funds holding EELV

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beaird Harris Wealth Management's EELV Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2024, closing a stake of 34 shares — an estimated $813 sold.

Beaird Harris Wealth Management first reported a position in EELV in Q1 2024 and held it in 1 quarter. The position peaked at $813 in Q1 2024. 112 funds tracked by Wall St. Rank hold EELV as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 34 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2024, an estimated $813.
  • Beaird Harris Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $813 in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.