Intelligence Driven Advisers’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Intelligence Driven Advisers’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 Q4	–	Sell	-31,292	Closed	-$694K	–	92
2023 Q3	$694K	Sell	31,292 -5,891	-16%	-$139K	0.12%	42
2023 Q2	$859K	Sell	37,183 -69,362	-65%	-$1.64M	0.15%	44
2023 Q1	$2.47M	Buy	106,545 +17,560	+20%	+$411K	0.44%	33
2022 Q4	$2.1M	Buy	+88,985	New	+$1.97M	0.39%	34

Other funds holding EELV

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Intelligence Driven Advisers's EELV Position: Q4 2023 in Review

Intelligence Driven Advisers sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2023, closing a stake of 31,292 shares — an estimated $694K sold.

Intelligence Driven Advisers first reported a position in EELV in Q4 2022 and held it in 4 quarters. The position peaked at $2.47M in Q1 2023. 118 funds tracked by Wall St. Rank hold EELV as of Q4 2023.

Intelligence Driven Advisers reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 31,292 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2023, an estimated $694K.
Intelligence Driven Advisers first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and held it in 4 quarters.
Intelligence Driven Advisers's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $2.47M in Q1 2023.
118 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2023.

Based on Intelligence Driven Advisers's 13F filing for Q4 2023, filed 6 Feb 2024.