Clearview Wealth Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-4,317	Closed	-$102K	–	261
2023 Q2	$102K	Sell	4,317 -1,092	-20%	-$25.8K	0.1%	141
2023 Q1	$126K	Sell	5,409 -78,726	-94%	-$1.84M	0.13%	131
2022 Q4	$1.94M	Sell	84,135 -23,745	-22%	-$527K	1.5%	13
2022 Q3	$2.26M	Buy	107,880 +6,314	+6%	+$145K	1.79%	10
2022 Q2	$2.36M	Buy	+101,566	New	+$2.52M	1.77%	11

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Clearview Wealth Advisors's EELV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2023, closing a stake of 4,317 shares — an estimated $102K sold.

Clearview Wealth Advisors first reported a position in EELV in Q2 2022 and held it in 5 quarters. The position peaked at $2.36M in Q2 2022. 116 funds tracked by Wall St. Rank hold EELV as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 4,317 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2023, an estimated $102K.
Clearview Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 5 quarters.
Clearview Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $2.36M in Q2 2022.
116 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.