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

Proficio Capital Partners’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
2019 Q3	–	Sell	-1,835	Closed	-$45K	–	543
2019 Q2	$45K	Hold	1,835	–	–	0.02%	410
2019 Q1	$44K	Hold	1,835	–	–	0.02%	387
2018 Q4	$42K	Sell	1,835 -750	-29%	-$17.6K	0.02%	337
2018 Q3	$64K	Sell	2,585 -750	-22%	-$18.6K	0.02%	294
2018 Q2	$81K	Buy	+3,335	New	+$85.7K	0.03%	240

Other funds holding EELV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Proficio Capital Partners's EELV Position: Q3 2019 in Review

Proficio Capital Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2019, closing a stake of 1,835 shares — an estimated $45K sold.

Proficio Capital Partners first reported a position in EELV in Q2 2018 and held it in 5 quarters. The position peaked at $81K in Q2 2018. 58 funds tracked by Wall St. Rank hold EELV as of Q3 2019.

Proficio Capital Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,835 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2019, an estimated $45K.
Proficio Capital Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2018 and held it in 5 quarters.
Proficio Capital Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $81K in Q2 2018.
58 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.