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Castleview Partners’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-80,046
Closed -$3.23K – 792
2021
Q4 		$3.23K Buy
+80,046
New +$1.99M 0.03% 216

Other funds holding EELV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castleview Partners's EELV Position: Q1 2022 in Review

Castleview Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2022, closing a stake of 80,046 shares — an estimated $3.23K sold.

Castleview Partners first reported a position in EELV in Q4 2021 and held it in 1 quarter. The position peaked at $3.23K in Q4 2021. 58 funds tracked by Wall St. Rank hold EELV as of Q1 2022.

  • Castleview Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 80,046 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2022, an estimated $3.23K.
  • Castleview Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.23K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.