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

Maia Wealth’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	$434K	Buy	+18,037	New	+$414K	0.18%	115

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CPA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Maia Wealth's EELV Position: Q4 2023 in Review

Maia Wealth opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2023: 18,037 shares worth $434K. The stake represents 0.18% of the portfolio and ranks #115 among its holdings.

118 funds tracked by Wall St. Rank hold EELV as of Q4 2023.

Maia Wealth held 18,037 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $434K as of Q4 2023.
Invesco S&P Emerging Markets Low Volatility ETF was a new Maia Wealth position in Q4 2023.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.18% of Maia Wealth's portfolio in Q4 2023, its #115 holding.
118 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.