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WealthPlan Investment Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

WealthPlan Investment Management’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
2022
Q4 		– Sell
-41,753
Closed -$959K – 398
2022
Q3 		$959K Buy
+41,753
New +$958K 0.07% 168

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthPlan Investment Management's EELV Position: Q4 2022 in Review

WealthPlan Investment Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2022, closing a stake of 41,753 shares — an estimated $959K sold.

WealthPlan Investment Management first reported a position in EELV in Q3 2022 and held it in 1 quarter. The position peaked at $959K in Q3 2022. 161 funds tracked by Wall St. Rank hold EELV as of Q4 2022.

  • WealthPlan Investment Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • WealthPlan Investment Management sold 41,753 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2022, an estimated $959K.
  • WealthPlan Investment Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $959K in Q3 2022.
  • 161 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2022.

Based on WealthPlan Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.