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WealthPLAN Partners’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-451
Closed -$10.6K – 522
2023
Q2 		$10.6K Hold
451
– – ﹤0.01% 785
2023
Q1 		$10.5K Buy
+451
New +$10.6K ﹤0.01% 850

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's EELV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2023, closing a stake of 451 shares — an estimated $10.6K sold.

WealthPLAN Partners first reported a position in EELV in Q1 2023 and held it in 2 quarters. The position peaked at $10.6K in Q2 2023. 116 funds tracked by Wall St. Rank hold EELV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 451 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2023, an estimated $10.6K.
  • WealthPLAN Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $10.6K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.