CIA
EVMT icon

Cape Investment Advisory’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History

Cape Investment Advisory’s Portfolio EVMT Stock Details EVMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-101
Closed -$1.94K – 1146
2023
Q3 		$1.94K Hold
101
– – ﹤0.01% 789
2023
Q2 		$2.11K Hold
101
– – ﹤0.01% 768
2023
Q1 		$2.31K Buy
+101
New +$2.42K ﹤0.01% 796

Other funds holding EVMT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cape Investment Advisory's EVMT Position: Q4 2023 in Review

Cape Investment Advisory sold out of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) in Q4 2023, closing a stake of 101 shares — an estimated $1.94K sold.

Cape Investment Advisory first reported a position in EVMT in Q1 2023 and held it in 3 quarters. The position peaked at $2.31K in Q1 2023. 8 funds tracked by Wall St. Rank hold EVMT as of Q4 2023.

  • Cape Investment Advisory reported no remaining Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 101 Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF shares in Q4 2023, an estimated $1.94K.
  • Cape Investment Advisory first reported a position in Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position peaked at $2.31K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.