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

Burt Wealth Advisors’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
2021 Q2	–	Sell	-50,956	Closed	-$1.2M	–	96
2021 Q1	$1.2M	Sell	50,956 -1,750	-3%	-$40K	0.44%	23
2020 Q4	$1.18M	Hold	52,706	–	–	0.41%	23
2020 Q3	$1.06M	Sell	52,706 -142	-0.3%	-$2.89K	0.4%	23
2020 Q2	$1.02M	Sell	52,848 -21,066	-29%	-$398K	0.42%	21
2020 Q1	$1.29M	Buy	+73,914	New	+$1.58M	0.58%	20
2016 Q3	–	Sell	-66	Closed	-$1K	–	416
2016 Q2	$1K	Hold	66	–	–	﹤0.01%	379
2016 Q1	$1K	Hold	66	–	–	﹤0.01%	499
2015 Q4	$1K	Hold	66	–	–	﹤0.01%	489
2015 Q3	$1K	Hold	66	–	–	﹤0.01%	359
2015 Q2	$2K	Hold	66	–	–	﹤0.01%	345
2015 Q1	$2K	Hold	66	–	–	﹤0.01%	316
2014 Q4	$2K	Buy	+66	New	+$1.74K	﹤0.01%	304

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Burt Wealth Advisors's EELV Position: Q2 2021 in Review

Burt Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2021, closing a stake of 50,956 shares — an estimated $1.2M sold.

Burt Wealth Advisors first reported a position in EELV in Q4 2014 and held it in 12 quarters. The position peaked at $1.29M in Q1 2020. 44 funds tracked by Wall St. Rank hold EELV as of Q2 2021.

Burt Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Burt Wealth Advisors sold 50,956 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2021, an estimated $1.2M.
Burt Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2014 and held it in 12 quarters.
Burt Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.29M in Q1 2020.
44 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2021.

Based on Burt Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.