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

Westover Capital 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 Q3	–	Sell	-12,917	Closed	-$304K	–	178
2023 Q2	$304K	Buy	12,917 +4,019	+45%	+$94.8K	0.11%	135
2023 Q1	$207K	Buy	+8,898	New	+$208K	0.08%	156

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Westover Capital Advisors's EELV Position: Q3 2023 in Review

Westover Capital Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2023, closing a stake of 12,917 shares — an estimated $304K sold.

Westover Capital Advisors first reported a position in EELV in Q1 2023 and held it in 2 quarters. The position peaked at $304K in Q2 2023. 116 funds tracked by Wall St. Rank hold EELV as of Q3 2023.

Westover Capital Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Westover Capital Advisors sold 12,917 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2023, an estimated $304K.
Westover Capital Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and held it in 2 quarters.
Westover Capital Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $304K 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 Westover Capital Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.