FFO
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Fortitude Family Office’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-699
Closed -$16.8K – 999
2023
Q4 		$16.8K Buy
+699
New +$16K 0.01% 330

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortitude Family Office's EELV Position: Q1 2024 in Review

Fortitude Family Office sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2024, closing a stake of 699 shares — an estimated $16.8K sold.

Fortitude Family Office first reported a position in EELV in Q4 2023 and held it in 1 quarter. The position peaked at $16.8K in Q4 2023. 111 funds tracked by Wall St. Rank hold EELV as of Q1 2024.

  • Fortitude Family Office reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 699 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2024, an estimated $16.8K.
  • Fortitude Family Office first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $16.8K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.