IMA Advisory Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

IMA Advisory Services’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
2018 Q3	–	Sell	-12,622	Closed	-$305K	–	375
2018 Q2	$305K	Buy	+12,622	New	+$324K	0.13%	100

Other funds holding EELV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IMA Advisory Services's EELV Position: Q3 2018 in Review

IMA Advisory Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2018, closing a stake of 12,622 shares — an estimated $305K sold.

IMA Advisory Services first reported a position in EELV in Q2 2018 and held it in 1 quarter. The position peaked at $305K in Q2 2018. 51 funds tracked by Wall St. Rank hold EELV as of Q3 2018.

IMA Advisory Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 12,622 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2018, an estimated $305K.
IMA Advisory Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $305K in Q2 2018.
51 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.