SWP
ESGL

Stratos Wealth Partners’s Invesco ESG Revenue ETF ESGL Stock Holding History

Stratos Wealth Partners’s Portfolio ESGL Stock Details ESGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-425
Closed -$14K – 2869
2018
Q3 		$14K Buy
+425
New +$13.5K ﹤0.01% 2047
2018
Q2 		– Sell
-95
Closed -$3K – 2953
2018
Q1 		$3K Buy
+95
New +$2.98K ﹤0.01% 2807

Other funds holding ESGL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Stratos Wealth Partners's ESGL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco ESG Revenue ETF (ESGL) in Q4 2018, closing a stake of 425 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in ESGL in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 8 funds tracked by Wall St. Rank hold ESGL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco ESG Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 425 Invesco ESG Revenue ETF shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in Invesco ESG Revenue ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco ESG Revenue ETF position peaked at $14K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.