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

Prestige Wealth Management Group’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 Q1	–	Sell	-167	Closed	-$4K	–	926
2019 Q4	$4K	Hold	167	–	–	﹤0.01%	434
2019 Q3	$4K	Hold	167	–	–	﹤0.01%	432
2019 Q2	$4K	Hold	167	–	–	﹤0.01%	410
2019 Q1	$4K	Hold	167	–	–	﹤0.01%	416
2018 Q4	$4K	Buy	+167	New	+$3.91K	﹤0.01%	635

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

WFA

Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

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

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

Prestige Wealth Management Group's EELV Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2020, closing a stake of 167 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in EELV in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 55 funds tracked by Wall St. Rank hold EELV as of Q1 2020.

Prestige Wealth Management Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 167 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2020, an estimated $4K.
Prestige Wealth Management Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2018 and held it in 5 quarters.
Prestige Wealth Management Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $4K in Q4 2019.
55 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.