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

Raleigh Capital Management’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
2024 Q1	–	Sell	-452	Closed	-$10.9K	–	1018
2023 Q4	$10.9K	Buy	452 +6	+1%	+$138	0.01%	570
2023 Q3	$10K	Hold	446	–	–	0.01%	518
2023 Q2	$10.5K	Hold	446	–	–	0.01%	472
2023 Q1	$10.4K	Hold	446	–	–	0.01%	496
2022 Q4	$10.3K	Sell	446 -251	-36%	-$5.57K	0.01%	432
2022 Q3	$15K	Hold	697	–	–	0.01%	310
2022 Q2	$16K	Buy	+697	New	+$17.3K	0.01%	306

Other funds holding EELV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raleigh Capital Management's EELV Position: Q1 2024 in Review

Raleigh Capital Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2024, closing a stake of 452 shares — an estimated $10.9K sold.

Raleigh Capital Management first reported a position in EELV in Q2 2022 and held it in 7 quarters. The position peaked at $16K in Q2 2022. 111 funds tracked by Wall St. Rank hold EELV as of Q1 2024.

Raleigh Capital Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 452 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2024, an estimated $10.9K.
Raleigh Capital Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 7 quarters.
Raleigh Capital Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $16K in Q2 2022.
111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.