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

Cornerstone Planning 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
2024 Q2	–	Sell	-847	Closed	-$20.4K	–	1286
2024 Q1	$20.4K	Hold	847	–	–	0.01%	292
2023 Q4	$20.4K	Hold	847	–	–	0.01%	314
2023 Q3	$19.1K	Hold	847	–	–	0.01%	312
2023 Q2	$19.9K	Buy	+847	New	+$20K	0.01%	435
2022 Q4	$20.2K	Buy	+847	New	+$18.8K	0.01%	439

Other funds holding EELV

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

CPA

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Planning Group's EELV Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2024, closing a stake of 847 shares — an estimated $20.4K sold.

Cornerstone Planning Group first reported a position in EELV in Q4 2022 and held it in 5 quarters. The position peaked at $20.4K in Q1 2024. 112 funds tracked by Wall St. Rank hold EELV as of Q2 2024.

Cornerstone Planning Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Cornerstone Planning Group sold 847 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2024, an estimated $20.4K.
Cornerstone Planning Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and held it in 5 quarters.
Cornerstone Planning Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $20.4K in Q1 2024.
112 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.