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

Mayflower 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
2023 Q1	–	Sell	-121,622	Closed	-$2.8M	–	359
2022 Q4	$2.8M	Buy	121,622 +29,311	+32%	+$650K	0.39%	57
2022 Q3	$1.94M	Buy	92,311 +22,800	+33%	+$523K	0.31%	68
2022 Q2	$1.62M	Buy	+69,511	New	+$1.72M	0.25%	82

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CPA

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

Mayflower Financial Advisors's EELV Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 121,622 shares — an estimated $2.8M sold.

Mayflower Financial Advisors first reported a position in EELV in Q2 2022 and held it in 3 quarters. The position peaked at $2.8M in Q4 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

Mayflower Financial Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 121,622 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $2.8M.
Mayflower Financial Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 3 quarters.
Mayflower Financial Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $2.8M in Q4 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.