Money Concepts Capital’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Money Concepts Capital’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	-2,079	Closed	-$47.8K	–	1143
2022 Q4	$47.8K	Buy	+2,079	New	+$46.1K	﹤0.01%	1261
2022 Q2	–	Sell	-2,324	Closed	-$60K	–	1745
2022 Q1	$60K	Buy	+2,324	New	+$59.3K	﹤0.01%	1165
2021 Q1	$7K	Hold	314	–	–	﹤0.01%	659
2020 Q4	$7K	Buy	+314	New	+$6.64K	﹤0.01%	613

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

Money Concepts Capital's EELV Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 2,079 shares — an estimated $47.8K sold.

Money Concepts Capital first reported a position in EELV in Q4 2020 and held it in 4 quarters. The position peaked at $60K in Q1 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

Money Concepts Capital reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,079 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $47.8K.
Money Concepts Capital first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2020 and held it in 4 quarters.
Money Concepts Capital's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $60K in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.