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

U.S. Capital 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
2023 Q1	–	Sell	-21,149	Closed	-$487K	–	888
2022 Q4	$487K	Buy	21,149 +3,214	+18%	+$71.3K	0.02%	455
2022 Q3	$376K	Buy	17,935 +4,483	+33%	+$103K	0.02%	493
2022 Q2	$313K	Buy	+13,452	New	+$334K	0.01%	544

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

U.S. Capital Wealth Advisors's EELV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2023, closing a stake of 21,149 shares — an estimated $487K sold.

U.S. Capital Wealth Advisors first reported a position in EELV in Q2 2022 and held it in 3 quarters. The position peaked at $487K in Q4 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 21,149 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2023, an estimated $487K.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $487K in Q4 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.