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

LGT 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
2024 Q1	–	Sell	-28	Closed	-$670	–	801
2023 Q4	$670	Buy	28 +1	+4%	+$23	﹤0.01%	811
2023 Q3	$618	Buy	+27	New	+$635	﹤0.01%	893
2023 Q1	–	Sell	-6,117	Closed	-$141K	–	110
2022 Q4	$141K	Buy	+6,117	New	+$136K	0.17%	111

Other funds holding EELV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CPA

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's EELV Position: Q1 2024 in Review

LGT Financial Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2024, closing a stake of 28 shares — an estimated $670 sold.

LGT Financial Advisors first reported a position in EELV in Q4 2022 and held it in 3 quarters. The position peaked at $141K in Q4 2022. 111 funds tracked by Wall St. Rank hold EELV as of Q1 2024.

LGT Financial Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 28 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2024, an estimated $670.
LGT Financial Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and held it in 3 quarters.
LGT Financial Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $141K in Q4 2022.
111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.