Simplicity Solutions’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Simplicity Solutions’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
2020 Q1	–	Sell	-9,064	Closed	-$218K	–	759
2019 Q4	$218K	Sell	9,064 -2,687	-23%	-$62.6K	0.01%	775
2019 Q3	$267K	Buy	11,751 +10	+0.1%	+$233	0.01%	584
2019 Q2	$286K	Buy	+11,741	New	+$281K	0.01%	508
2018 Q3	–	Sell	-13,676	Closed	-$330K	–	572
2018 Q2	$330K	Buy	+13,676	New	+$352K	0.02%	332

Other funds holding EELV

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WFA

Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Simplicity Solutions's EELV Position: Q1 2020 in Review

Simplicity Solutions sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2020, closing a stake of 9,064 shares — an estimated $218K sold.

Simplicity Solutions first reported a position in EELV in Q2 2018 and held it in 4 quarters. The position peaked at $330K in Q2 2018. 55 funds tracked by Wall St. Rank hold EELV as of Q1 2020.

Simplicity Solutions reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 9,064 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2020, an estimated $218K.
Simplicity Solutions first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2018 and held it in 4 quarters.
Simplicity Solutions's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $330K in Q2 2018.
55 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.