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

Abound Wealth 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
2026 Q2	$4.25K	Sell	153 -81	-35%	-$2.32K	﹤0.01%	629
2026 Q1	$6.57K	Buy	234 +81	+53%	+$2.32K	﹤0.01%	664
2025 Q4	$4.2K	Sell	153 -392	-72%	-$10.6K	﹤0.01%	714
2025 Q3	$14.5K	Buy	+545	New	+$14.4K	﹤0.01%	422
2022 Q4	–	Sell	-388	Closed	-$8.14K	–	744
2022 Q3	$8.14K	Buy	+388	New	+$8.9K	﹤0.01%	297

Other funds holding EELV

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

O3W

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Abound Wealth Management's EELV Position: Q2 2026 in Review

Abound Wealth Management reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 35% in Q2 2026, selling an estimated $2.32K and leaving 153 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Abound Wealth Management first reported a position in EELV in Q3 2022 and has held it in 5 quarters since. The position peaked at $14.5K in Q3 2025. 14 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Abound Wealth Management held 153 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $4.25K as of Q2 2026.
Abound Wealth Management sold 81 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $2.32K.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #629 holding.
Abound Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2022 and has held it in 5 quarters since.
Abound Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $14.5K in Q3 2025.
14 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.