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Denver PWM’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Denver PWM’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
2019
Q4 		– Sell
-1,615
Closed -$36.5K – 111
2019
Q3 		$36.5K Buy
+1,615
New +$37.7K 0.02% 141

Other funds holding EELV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Denver PWM's EELV Position: Q4 2019 in Review

Denver PWM sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2019, closing a stake of 1,615 shares — an estimated $36.5K sold.

Denver PWM first reported a position in EELV in Q3 2019 and held it in 1 quarter. The position peaked at $36.5K in Q3 2019. 63 funds tracked by Wall St. Rank hold EELV as of Q4 2019.

  • Denver PWM reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 1,615 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2019, an estimated $36.5K.
  • Denver PWM first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $36.5K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.