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

WFG 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
2017 Q2	$10K	Buy	438 +3	+0.7%	+$71	﹤0.01%	1131
2017 Q1	$10K	Hold	435	–	–	﹤0.01%	1069
2016 Q4	$9K	Buy	435 +3	+0.7%	+$65	﹤0.01%	1134
2016 Q3	$10K	Buy	432 +4	+0.9%	+$91	﹤0.01%	1118
2016 Q2	$9K	Buy	+428	New	+$9.39K	﹤0.01%	1117
2015 Q1	–	Sell	-80	Closed	-$2K	–	1839
2014 Q4	$2K	Sell	80 -585	-88%	-$15.4K	﹤0.01%	1832
2014 Q3	$18K	Sell	665 -293	-31%	-$8.44K	﹤0.01%	1316
2014 Q2	$27K	Buy	958 +3	+0.3%	+$83	0.01%	1145
2014 Q1	$25K	Buy	+955	New	+$24.8K	0.01%	1173

Other funds holding EELV

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WFG Advisors's EELV Position: Q2 2017 in Review

WFG Advisors increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 0.69% in Q2 2017, buying an estimated $71 and bringing the position to 438 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

WFG Advisors first reported a position in EELV in Q1 2014 and has held it in 9 quarters since. The position peaked at $27K in Q2 2014. 43 funds tracked by Wall St. Rank hold EELV as of Q2 2017.

WFG Advisors held 438 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $10K as of Q2 2017.
WFG Advisors bought 3 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2017, an estimated $71.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1131 holding.
WFG Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2014 and has held it in 9 quarters since.
WFG Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $27K in Q2 2014.
43 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.