BFEC
IVRA

Benjamin F. Edwards & Company’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IVRA Stock Details IVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5K Hold
366
– – ﹤0.01% 1874
2024
Q1 		$5K Hold
366
– – ﹤0.01% 1865
2023
Q4 		$5K Hold
366
– – ﹤0.01% 1845
2023
Q3 		$5K Hold
366
– – ﹤0.01% 1555
2023
Q2 		$5K Hold
366
– – ﹤0.01% 1548
2023
Q1 		$5K Hold
366
– – ﹤0.01% 1539
2022
Q4 		$5K Hold
366
– – ﹤0.01% 1575
2022
Q3 		$5K Buy
+366
New +$5.13K ﹤0.01% 1551

Other funds holding IVRA

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's IVRA Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Invesco Real Assets ESG ETF (IVRA) position steady in Q2 2024 at 366 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Benjamin F. Edwards & Company first reported a position in IVRA in Q3 2022 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold IVRA as of Q2 2024.

  • Benjamin F. Edwards & Company held 366 shares of Invesco Real Assets ESG ETF worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Invesco Real Assets ESG ETF share count unchanged in Q2 2024.
  • Invesco Real Assets ESG ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1874 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco Real Assets ESG ETF in Q3 2022 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.