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Financial Advocates Investment Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-11,017
Closed -$248K – 741
2023
Q3 		$248K Buy
11,017
+199
+2% +$4.68K 0.02% 582
2023
Q2 		$254K Buy
+10,818
New +$255K 0.02% 567

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's EELV Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2023, closing a stake of 11,017 shares — an estimated $248K sold.

Financial Advocates Investment Management first reported a position in EELV in Q2 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 118 funds tracked by Wall St. Rank hold EELV as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,017 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2023, an estimated $248K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $254K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.