Legacy Financial Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Legacy Financial Advisors’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
2020 Q4	–	Sell	-11,859	Closed	-$239K	–	146
2020 Q3	$239K	Sell	11,859 -391	-3%	-$7.95K	0.07%	106
2020 Q2	$238K	Sell	12,250 -8,892	-42%	-$168K	0.09%	44
2020 Q1	$396K	Buy	21,142 +44	+0.2%	+$943	0.15%	44
2019 Q4	$506K	Buy	+21,098	New	+$491K	0.16%	63

Other funds holding EELV

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

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

RRWA

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Legacy Financial Advisors's EELV Position: Q4 2020 in Review

Legacy Financial Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2020, closing a stake of 11,859 shares — an estimated $239K sold.

Legacy Financial Advisors first reported a position in EELV in Q4 2019 and held it in 4 quarters. The position peaked at $506K in Q4 2019. 47 funds tracked by Wall St. Rank hold EELV as of Q4 2020.

Legacy Financial Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Legacy Financial Advisors sold 11,859 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2020, an estimated $239K.
Legacy Financial Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2019 and held it in 4 quarters.
Legacy Financial Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $506K in Q4 2019.
47 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2020.

Based on Legacy Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.