IP
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Ignite Planners’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Ignite Planners’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
Q4 		– Sell
-162,400
Closed -$4.24M – 306
2024
Q3 		$4.24M Buy
162,400
+21,036
+15% +$522K 0.97% 26
2024
Q2 		$3.4M Buy
141,364
+21,823
+18% +$519K 0.83% 30
2024
Q1 		$2.85M Buy
119,541
+35,012
+41% +$831K 0.8% 30
2023
Q4 		$2.02M Buy
84,529
+32,081
+61% +$736K 0.6% 37
2023
Q3 		$1.16M Buy
+52,448
New +$1.23M 0.36% 73

Other funds holding EELV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Ignite Planners's EELV Position: Q4 2024 in Review

Ignite Planners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2024, closing a stake of 162,400 shares — an estimated $4.24M sold.

Ignite Planners first reported a position in EELV in Q3 2023 and held it in 5 quarters. The position peaked at $4.24M in Q3 2024. 112 funds tracked by Wall St. Rank hold EELV as of Q4 2024.

  • Ignite Planners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Ignite Planners sold 162,400 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2024, an estimated $4.24M.
  • Ignite Planners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2023 and held it in 5 quarters.
  • Ignite Planners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $4.24M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2024.

Based on Ignite Planners's 13F filing for Q4 2024, filed 14 Jan 2025.