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

IHT Wealth Management’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 Q2	–	Sell	-9,849	Closed	-$229K	–	983
2023 Q1	$229K	Sell	9,849 -18,973	-66%	-$444K	0.01%	803
2022 Q4	$663K	Sell	28,822 -1,433	-5%	-$31.8K	0.04%	403
2022 Q3	$635K	Buy	30,255 +13,262	+78%	+$304K	0.05%	388
2022 Q2	$395K	Buy	16,993 +775	+5%	+$19.2K	0.03%	449
2022 Q1	$419K	Buy	+16,218	New	+$414K	0.03%	462

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IHT Wealth Management's EELV Position: Q2 2023 in Review

IHT Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2023, closing a stake of 9,849 shares — an estimated $229K sold.

IHT Wealth Management first reported a position in EELV in Q1 2022 and held it in 5 quarters. The position peaked at $663K in Q4 2022. 116 funds tracked by Wall St. Rank hold EELV as of Q2 2023.

IHT Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 9,849 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2023, an estimated $229K.
IHT Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2022 and held it in 5 quarters.
IHT Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $663K in Q4 2022.
116 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.