EWM
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Edge Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-9,574
Closed -$233K – 613
2019
Q2 		$233K Buy
9,574
+600
+7% +$14.4K 0.05% 131
2019
Q1 		$216K Sell
8,974
-90
-1% -$2.16K 0.05% 128
2018
Q4 		$206K Buy
+9,064
New +$212K 0.06% 136

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Edge Wealth Management's EELV Position: Q3 2019 in Review

Edge Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2019, closing a stake of 9,574 shares — an estimated $233K sold.

Edge Wealth Management first reported a position in EELV in Q4 2018 and held it in 3 quarters. The position peaked at $233K in Q2 2019. 58 funds tracked by Wall St. Rank hold EELV as of Q3 2019.

  • Edge Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Edge Wealth Management sold 9,574 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2019, an estimated $233K.
  • Edge Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2018 and held it in 3 quarters.
  • Edge Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $233K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.