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CFS Investment Advisory Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

CFS Investment Advisory Services’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
Q3 		– Sell
-413,664
Closed -$9.62M – 268
2022
Q2 		$9.62M Buy
+413,664
New +$10.3M 1.47% 12

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5L
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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CPA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

CFS Investment Advisory Services's EELV Position: Q3 2022 in Review

CFS Investment Advisory Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2022, closing a stake of 413,664 shares — an estimated $9.62M sold.

CFS Investment Advisory Services first reported a position in EELV in Q2 2022 and held it in 1 quarter. The position peaked at $9.62M in Q2 2022. 151 funds tracked by Wall St. Rank hold EELV as of Q3 2022.

  • CFS Investment Advisory Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 413,664 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2022, an estimated $9.62M.
  • CFS Investment Advisory Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $9.62M in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2022.

Based on CFS Investment Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.