Atria Investments’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Atria Investments’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	–	Sell	-136,494	Closed	-$3.83M	–	2151
2026 Q1	$3.83M	Buy	136,494 +25,810	+23%	+$738K	0.04%	454
2025 Q4	$3.04M	Buy	110,684 +15,625	+16%	+$422K	0.03%	558
2025 Q3	$2.53M	Buy	95,059 +67,435	+244%	+$1.78M	0.03%	627
2025 Q2	$722K	Buy	27,624 +840	+3%	+$21.1K	0.01%	1220
2025 Q1	$650K	Buy	+26,784	New	+$646K	0.01%	1211
2018 Q2	–	Sell	-13,766	Closed	-$363K	–	961
2018 Q1	$363K	Buy	+13,766	New	+$363K	0.02%	616
2014 Q4	–	Sell	-70,805	Closed	-$1.93M	–	426
2014 Q3	$1.93M	Buy	70,805 +442	+0.6%	+$12.7K	0.2%	95
2014 Q2	$1.98M	Buy	70,363 +34,547	+96%	+$956K	0.2%	99
2014 Q1	$956K	Sell	35,816 -20,899	-37%	-$543K	0.1%	176
2013 Q4	$1.57M	Buy	56,715 +8,180	+17%	+$229K	0.16%	119
2013 Q3	$1.34M	Buy	+48,535	New	+$1.32M	0.14%	108

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RRWA

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

FHC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AFA

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

BWM

BKM Wealth Management Brookfield, Wisconsin $282M AUM 23.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

Atria Investments's EELV Position: Q2 2026 in Review

Atria Investments sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026, closing a stake of 136,494 shares — an estimated $3.83M sold.

Atria Investments first reported a position in EELV in Q3 2013 and held it in 11 quarters. The position peaked at $3.83M in Q1 2026. 52 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Atria Investments reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 136,494 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $3.83M.
Atria Investments first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2013 and held it in 11 quarters.
Atria Investments's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.83M in Q1 2026.
52 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.