Avantax Advisory Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.06M	Buy	40,447 +2,913	+8%	+$73.3K	0.01%	1138
2025 Q1	$911K	Buy	37,534 +523	+1%	+$12.6K	0.01%	1149
2024 Q4	$866K	Sell	37,011 -1,658	-4%	-$41K	0.01%	1107
2024 Q3	$1.01M	Buy	38,669 +404	+1%	+$10K	0.01%	1016
2024 Q2	$902K	Buy	+38,265	New	+$910K	0.01%	1040
2023 Q3	–	Sell	-17,645	Closed	-$415K	–	1567
2023 Q2	$415K	Sell	17,645 -1,862	-10%	-$43.9K	﹤0.01%	1023
2023 Q1	$453K	Buy	19,507 +4,888	+33%	+$114K	0.01%	961
2022 Q4	$336K	Buy	14,619 +1,629	+13%	+$36.1K	﹤0.01%	1044
2022 Q3	$273K	Sell	12,990 -316	-2%	-$7.25K	﹤0.01%	1052
2022 Q2	$309K	Buy	+13,306	New	+$330K	﹤0.01%	990
2020 Q3	–	Sell	-22,800	Closed	-$440K	–	1381
2020 Q2	$440K	Buy	22,800 +140	+0.6%	+$2.65K	0.01%	516
2020 Q1	$392K	Buy	+22,660	New	+$485K	0.01%	499

Other funds holding EELV

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CWA

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

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Avantax Advisory Services's EELV Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 7.8% in Q2 2025, buying an estimated $73.3K and bringing the position to 40,447 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1138.

Avantax Advisory Services first reported a position in EELV in Q1 2020 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold EELV as of Q2 2025.

Avantax Advisory Services held 40,447 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $1.06M as of Q2 2025.
Avantax Advisory Services bought 2,913 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2025, an estimated $73.3K.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1138 holding.
Avantax Advisory Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2020 and has held it in 12 quarters since.
111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.