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

Janiczek 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 Q1	–	Sell	-52	Closed	-$1.23K	–	1026
2022 Q4	$1.23K	Sell	52 -21	-29%	-$466	﹤0.01%	834
2022 Q3	$2K	Hold	73	–	–	﹤0.01%	757
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	772
2022 Q1	$2K	Hold	73	–	–	﹤0.01%	763
2021 Q4	$2K	Hold	73	–	–	﹤0.01%	821
2021 Q3	$2K	Buy	+73	New	+$1.79K	﹤0.01%	804

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

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

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

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

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

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

CPA

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

Janiczek Wealth Management's EELV Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 52 shares — an estimated $1.23K sold.

Janiczek Wealth Management first reported a position in EELV in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

Janiczek Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Janiczek Wealth Management sold 52 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $1.23K.
Janiczek Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2021 and held it in 6 quarters.
Janiczek Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $2K in Q3 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.