CFO4Life Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

CFO4Life Group’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
2018 Q2	–	Sell	-8,208	Closed	-$216K	–	130
2018 Q1	$216K	Sell	8,208 -838	-9%	-$22.1K	0.18%	83
2017 Q4	$229K	Buy	9,046 +838	+10%	+$20.7K	0.18%	90
2017 Q3	$201K	Buy	+8,208	New	+$203K	0.16%	96

Other funds holding EELV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFO4Life Group's EELV Position: Q2 2018 in Review

CFO4Life Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2018, closing a stake of 8,208 shares — an estimated $216K sold.

CFO4Life Group first reported a position in EELV in Q3 2017 and held it in 3 quarters. The position peaked at $229K in Q4 2017. 61 funds tracked by Wall St. Rank hold EELV as of Q2 2018.

CFO4Life Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
CFO4Life Group sold 8,208 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2018, an estimated $216K.
CFO4Life Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2017 and held it in 3 quarters.
CFO4Life Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $229K in Q4 2017.
61 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2018.

Based on CFO4Life Group's 13F filing for Q2 2018, filed 1 Aug 2018.