OPS
EELV icon

Orion Portfolio Solutions’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-19
Closed – – 863
2020
Q2 		$0 Sell
19
-802
-98% -$15.2K ﹤0.01% 2237
2020
Q1 		$14K Buy
+821
New +$17.6K ﹤0.01% 950

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orion Portfolio Solutions's EELV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2020, closing a stake of 19 shares.

Orion Portfolio Solutions first reported a position in EELV in Q1 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 45 funds tracked by Wall St. Rank hold EELV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 19 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $14K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.