CB
EELV icon

Chris Bulman’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-166
Closed -$3.91K – 200
2024
Q2 		$3.91K Buy
+166
New +$3.95K ﹤0.01% 321

Other funds holding EELV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chris Bulman's EELV Position: Q3 2024 in Review

Chris Bulman sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2024, closing a stake of 166 shares — an estimated $3.91K sold.

Chris Bulman first reported a position in EELV in Q2 2024 and held it in 1 quarter. The position peaked at $3.91K in Q2 2024. 107 funds tracked by Wall St. Rank hold EELV as of Q3 2024.

  • Chris Bulman reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 166 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2024, an estimated $3.91K.
  • Chris Bulman first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.91K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.