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

Prospera Financial Services’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
2018 Q3	–	Sell	-8,855	Closed	-$214K	–	419
2018 Q2	$214K	Buy	+8,855	New	+$228K	0.03%	418
2016 Q1	–	Sell	-15,050	Closed	-$305K	–	344
2015 Q4	$305K	Sell	15,050 -3,000	-17%	-$64.7K	0.07%	194
2015 Q3	$379K	Sell	18,050 -7,007	-28%	-$159K	0.1%	151
2015 Q2	$625K	Buy	25,057 +807	+3%	+$21.1K	0.15%	108
2015 Q1	$623K	Buy	24,250 +7,718	+47%	+$198K	0.14%	105
2014 Q4	$423K	Sell	16,532 -9,383	-36%	-$247K	0.11%	152
2014 Q3	$663K	Buy	25,915 +16	+0.1%	+$461	0.18%	90
2014 Q2	$729K	Buy	25,899 +1,699	+7%	+$47K	0.2%	83
2014 Q1	$646K	Sell	24,200 -9,422	-28%	-$245K	0.2%	68
2013 Q4	$933K	Buy	33,622 +10,522	+46%	+$295K	0.31%	58
2013 Q3	$647K	Buy	23,100 +9,150	+66%	+$249K	0.25%	86
2013 Q2	$379K	Buy	+13,950	New	+$399K	0.18%	131

Other funds holding EELV

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prospera Financial Services's EELV Position: Q3 2018 in Review

Prospera Financial Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2018, closing a stake of 8,855 shares — an estimated $214K sold.

Prospera Financial Services first reported a position in EELV in Q2 2013 and held it in 12 quarters. The position peaked at $933K in Q4 2013. 51 funds tracked by Wall St. Rank hold EELV as of Q3 2018.

Prospera Financial Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
Prospera Financial Services sold 8,855 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2018, an estimated $214K.
Prospera Financial Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2013 and held it in 12 quarters.
Prospera Financial Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $933K in Q4 2013.
51 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2018.

Based on Prospera Financial Services's 13F filing for Q3 2018, filed 25 Oct 2018.