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Heritage Wealth Management (Arizona)’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$74K Buy
3,216
+1,924
+149% +$42.7K 0.01% 453
2022
Q3 		$27K Buy
1,292
+239
+23% +$5.48K 0.01% 481
2022
Q2 		$24.5K Buy
+1,053
New +$26.1K 0.01% 508

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EELV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 149% in Q4 2022, buying an estimated $42.7K and bringing the position to 3,216 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #453.

Heritage Wealth Management (Arizona) first reported a position in EELV in Q2 2022 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold EELV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,216 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $74K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,924 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2022, an estimated $42.7K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #453 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.