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

Sound Income Strategies’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
Q3 		– Sell
-751
Closed -$17.7K – 1169
2023
Q2 		$17.7K Buy
751
+346
+85% +$8.16K ﹤0.01% 457
2023
Q1 		$9.41K Buy
+405
New +$9.47K ﹤0.01% 568

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Income Strategies's EELV Position: Q3 2023 in Review

Sound Income Strategies sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2023, closing a stake of 751 shares — an estimated $17.7K sold.

Sound Income Strategies first reported a position in EELV in Q1 2023 and held it in 2 quarters. The position peaked at $17.7K in Q2 2023. 116 funds tracked by Wall St. Rank hold EELV as of Q3 2023.

  • Sound Income Strategies reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • Sound Income Strategies sold 751 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2023, an estimated $17.7K.
  • Sound Income Strategies first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and held it in 2 quarters.
  • Sound Income Strategies's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $17.7K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.