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

Sutton Wealth Advisors’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
2017 Q4	–	Sell	-146	Closed	-$3.57K	–	1089
2017 Q3	$3.57K	Hold	146	–	–	﹤0.01%	905
2017 Q2	$3.5K	Hold	146	–	–	﹤0.01%	916
2017 Q1	$3.36K	Hold	146	–	–	﹤0.01%	892
2016 Q4	$3.05K	Hold	146	–	–	﹤0.01%	897
2016 Q3	$3.29K	Hold	146	–	–	﹤0.01%	885
2016 Q2	$3.23K	Buy	146 +46	+46%	+$1.01K	﹤0.01%	852
2016 Q1	$2.25K	Buy	+100	New	+$2.04K	﹤0.01%	865

Other funds holding EELV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Sutton Wealth Advisors's EELV Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2017, closing a stake of 146 shares — an estimated $3.57K sold.

Sutton Wealth Advisors first reported a position in EELV in Q1 2016 and held it in 7 quarters. The position peaked at $3.57K in Q3 2017. 57 funds tracked by Wall St. Rank hold EELV as of Q4 2017.

Sutton Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
Sutton Wealth Advisors sold 146 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2017, an estimated $3.57K.
Sutton Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2016 and held it in 7 quarters.
Sutton Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.57K in Q3 2017.
57 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.