Wade Financial Advisory’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Wade Financial Advisory’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
2020 Q3	–	Sell	-11,295	Closed	-$219K	–	68
2020 Q2	$219K	Sell	11,295 -168,753	-94%	-$3.19M	0.19%	63
2020 Q1	$3.15M	Buy	+180,048	New	+$3.86M	3.15%	9

Other funds holding EELV

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

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

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

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

RRWA

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wade Financial Advisory's EELV Position: Q3 2020 in Review

Wade Financial Advisory sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2020, closing a stake of 11,295 shares — an estimated $219K sold.

Wade Financial Advisory first reported a position in EELV in Q1 2020 and held it in 2 quarters. The position peaked at $3.15M in Q1 2020. 45 funds tracked by Wall St. Rank hold EELV as of Q3 2020.

Wade Financial Advisory reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Wade Financial Advisory sold 11,295 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2020, an estimated $219K.
Wade Financial Advisory first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2020 and held it in 2 quarters.
Wade Financial Advisory's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.15M in Q1 2020.
45 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2020.

Based on Wade Financial Advisory's 13F filing for Q3 2020, filed 3 Nov 2020.