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

Liberty 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
2022
Q3 		$1.77M Buy
84,176
+11,712
+16% +$269K 0.47% 35
2022
Q2 		$1.69M Buy
+72,464
New +$1.8M 0.68% 34

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's EELV Position: Q3 2022 in Review

Liberty Wealth Management increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 16% in Q3 2022, buying an estimated $269K and bringing the position to 84,176 shares worth $1.77M. The position accounts for 0.47% of the portfolio, ranked #35.

Liberty Wealth Management first reported a position in EELV in Q2 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold EELV as of Q3 2022.

  • Liberty Wealth Management held 84,176 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $1.77M as of Q3 2022.
  • Liberty Wealth Management bought 11,712 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2022, an estimated $269K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.47% of Liberty Wealth Management's portfolio in Q3 2022, its #35 holding.
  • Liberty Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2022.

Based on Liberty Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.