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

Firethorn Wealth Partners’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
Q1 		– Sell
-60,956
Closed -$1.4M – 131
2022
Q4 		$1.4M Buy
60,956
+10,478
+21% +$232K 1.18% 16
2022
Q3 		$1.06M Sell
50,478
-984
-2% -$22.6K 0.99% 20
2022
Q2 		$1.2M Buy
+51,462
New +$1.28M 0.98% 20

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Firethorn Wealth Partners's EELV Position: Q1 2023 in Review

Firethorn Wealth Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 60,956 shares — an estimated $1.4M sold.

Firethorn Wealth Partners first reported a position in EELV in Q2 2022 and held it in 3 quarters. The position peaked at $1.4M in Q4 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

  • Firethorn Wealth Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Firethorn Wealth Partners sold 60,956 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $1.4M.
  • Firethorn Wealth Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 3 quarters.
  • Firethorn Wealth Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.4M in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Firethorn Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.