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

Reilly Financial Advisors’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
-813
Closed -$20K – 1014
2018
Q2 		$20K Hold
813
– – ﹤0.01% 498
2018
Q1 		$21K Buy
+813
New +$21.4K ﹤0.01% 478

Other funds holding EELV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Reilly Financial Advisors's EELV Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2018, closing a stake of 813 shares — an estimated $20K sold.

Reilly Financial Advisors first reported a position in EELV in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2018. 51 funds tracked by Wall St. Rank hold EELV as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 813 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2018, an estimated $20K.
  • Reilly Financial Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $21K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.