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

BerganKDV 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
2020
Q3 		– Sell
-7,888
Closed -$153K – 927
2020
Q2 		$153K Buy
+7,888
New +$149K 0.03% 238

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Bank of New York Mellon
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LPL Financial
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Royal Bank of Canada
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Wealth Enhancement Advisory Services
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BerganKDV Wealth Management's EELV Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2020, closing a stake of 7,888 shares — an estimated $153K sold.

BerganKDV Wealth Management first reported a position in EELV in Q2 2020 and held it in 1 quarter. The position peaked at $153K in Q2 2020. 45 funds tracked by Wall St. Rank hold EELV as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 7,888 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2020, an estimated $153K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $153K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.