Spire Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Spire Wealth Management’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
2024 Q2	–	Sell	-647	Closed	-$15.5K	–	2256
2024 Q1	$15.5K	Sell	647 -3,430	-84%	-$81.4K	﹤0.01%	1590
2023 Q4	$94.3K	Buy	4,077 +465	+13%	+$10.7K	﹤0.01%	1011
2023 Q3	$81.3K	Sell	3,612 -1,881	-34%	-$44.3K	﹤0.01%	1012
2023 Q2	$129K	Buy	5,493 +26	+0.5%	+$613	﹤0.01%	886
2023 Q1	$127K	Buy	5,467 +3,329	+156%	+$77.9K	﹤0.01%	887
2022 Q4	$49K	Buy	2,138 +179	+9%	+$3.97K	﹤0.01%	994
2022 Q3	$41K	Sell	1,959 -95	-5%	-$2.18K	﹤0.01%	1021
2022 Q2	$48K	Buy	+2,054	New	+$51K	﹤0.01%	1303

Other funds holding EELV

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

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

CPA

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spire Wealth Management's EELV Position: Q2 2024 in Review

Spire Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2024, closing a stake of 647 shares — an estimated $15.5K sold.

Spire Wealth Management first reported a position in EELV in Q2 2022 and held it in 8 quarters. The position peaked at $129K in Q2 2023. 112 funds tracked by Wall St. Rank hold EELV as of Q2 2024.

Spire Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 647 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2024, an estimated $15.5K.
Spire Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 8 quarters.
Spire Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $129K in Q2 2023.
112 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.