Sound Financial Strategies Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Sound Financial Strategies Group’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
2023 Q1	–	Sell	-58,544	Closed	-$1.35M	–	66
2022 Q4	$1.35M	Buy	58,544 +58,490	+108,315%	+$1.3M	0.98%	9
2022 Q3	$1K	Sell	54 -64,987	-100%	-$1.49M	﹤0.01%	26
2022 Q2	$1.51M	Buy	65,041 +15,859	+32%	+$393K	1.19%	7
2022 Q1	$1.27M	Sell	49,182 -7,441	-13%	-$190K	0.7%	38
2021 Q4	$1.4M	Sell	56,623 -336	-0.6%	-$8.37K	0.7%	16
2021 Q3	$1.4M	Buy	+56,959	New	+$1.4M	0.7%	13

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CPA

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

Sound Financial Strategies Group's EELV Position: Q1 2023 in Review

Sound Financial Strategies Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 58,544 shares — an estimated $1.35M sold.

Sound Financial Strategies Group first reported a position in EELV in Q3 2021 and held it in 6 quarters. The position peaked at $1.51M in Q2 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

Sound Financial Strategies Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 58,544 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $1.35M.
Sound Financial Strategies Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2021 and held it in 6 quarters.
Sound Financial Strategies Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.51M in Q2 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Sound Financial Strategies Group's 13F filing for Q1 2023, filed 2 May 2023.