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Mariner Independent Advisor Network’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Mariner Independent Advisor Network’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 		$1.52M Buy
72,393
+29,438
+69% +$675K 0.07% 298
2022
Q2 		$978K Buy
+42,955
New +$1.07M 0.04% 375

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 $424B AUM 22.94% 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

Mariner Independent Advisor Network's EELV Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 69% in Q3 2022, buying an estimated $675K and bringing the position to 72,393 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #298.

Mariner Independent Advisor Network 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.

  • Mariner Independent Advisor Network held 72,393 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $1.52M as of Q3 2022.
  • Mariner Independent Advisor Network bought 29,438 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2022, an estimated $675K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #298 holding.
  • Mariner Independent Advisor Network 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 Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.