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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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return