SPC
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Sigma Planning Corp’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Sigma Planning Corp’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
2022
Q2 		– Sell
-25,205
Closed -$651K – 1330
2022
Q1 		$651K Buy
+25,205
New +$643K 0.02% 732

Other funds holding EELV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Sigma Planning Corp's EELV Position: Q2 2022 in Review

Sigma Planning Corp sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2022, closing a stake of 25,205 shares — an estimated $651K sold.

Sigma Planning Corp first reported a position in EELV in Q1 2022 and held it in 1 quarter. The position peaked at $651K in Q1 2022. 129 funds tracked by Wall St. Rank hold EELV as of Q2 2022.

  • Sigma Planning Corp reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 25,205 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2022, an estimated $651K.
  • Sigma Planning Corp first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2022 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $651K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.