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

Antonelli Financial 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
2026 Q2	$3.86M	Sell	138,871 -6,525	-4%	-$187K	2.65%	11
2026 Q1	$4.08M	Buy	145,396 +28,557	+24%	+$817K	2.82%	8
2025 Q4	$3.21M	Sell	116,839 -29,234	-20%	-$789K	2.11%	12
2025 Q3	$3.89M	Sell	146,073 -6,198	-4%	-$163K	2.64%	12
2025 Q2	$3.98M	Buy	152,271 +7,499	+5%	+$189K	2.87%	11
2025 Q1	$3.52M	Sell	144,772 -9,061	-6%	-$218K	2.83%	11
2024 Q4	$3.6M	Buy	+153,833	New	+$3.81M	3.04%	12

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.62B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Antonelli Financial Advisors's EELV Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 4.5% in Q2 2026, selling an estimated $187K and leaving 138,871 shares worth $3.86M. The position accounts for 2.65% of the portfolio, ranked #11.

Antonelli Financial Advisors first reported a position in EELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q1 2026. 121 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Antonelli Financial Advisors held 138,871 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $3.86M as of Q2 2026.
Antonelli Financial Advisors sold 6,525 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $187K.
Invesco S&P Emerging Markets Low Volatility ETF made up 2.65% of Antonelli Financial Advisors's portfolio in Q2 2026, its #11 holding.
Antonelli Financial Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $4.08M in Q1 2026.
121 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.