HNWAG
High Net Worth Advisory Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Hold |
20,000
| – | – | 0.14% | 127 |
|
|
2025
Q1 | $486K | Hold |
20,000
| – | – | 0.14% | 127 |
|
|
2024
Q4 | $468K | Hold |
20,000
| – | – | 0.13% | 132 |
|
|
2024
Q3 | $522K | Hold |
20,000
| – | – | 0.14% | 124 |
|
|
2024
Q2 | $471K | Hold |
20,000
| – | – | 0.14% | 121 |
|
|
2024
Q1 | $478K | Hold |
20,000
| – | – | 0.15% | 120 |
|
|
2023
Q4 | $481K | Buy |
20,000
+5,000
| +33% | +$120K | 0.18% | 113 |
|
|
2023
Q3 | $338K | Hold |
15,000
| – | – | 0.14% | 128 |
|
|
2023
Q2 | $353K | Hold |
15,000
| – | – | 0.14% | 131 |
|
|
2023
Q1 | $348K | Hold |
15,000
| – | – | 0.14% | 134 |
|
|
2022
Q4 | $345K | Buy |
+15,000
| New | +$345K | 0.13% | 134 |
|