Sutton Place Investors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Sutton Place Investors’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	-19,802	Closed	-$456K	–	62
2022 Q4	$456K	Sell	19,802 -7,852	-28%	-$174K	0.65%	38
2022 Q3	$580K	Buy	27,654 +13,152	+91%	+$302K	0.88%	33
2022 Q2	$337K	Buy	+14,502	New	+$360K	0.49%	45

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

Sutton Place Investors's EELV Position: Q1 2023 in Review

Sutton Place Investors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 19,802 shares — an estimated $456K sold.

Sutton Place Investors first reported a position in EELV in Q2 2022 and held it in 3 quarters. The position peaked at $580K in Q3 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

Sutton Place Investors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Sutton Place Investors sold 19,802 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $456K.
Sutton Place Investors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 3 quarters.
Sutton Place Investors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $580K in Q3 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on Sutton Place Investors's 13F filing for Q1 2023, filed 15 May 2023.