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

Axxcess 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 Q1	–	Sell	-46,940	Closed	-$1.29M	–	566
2025 Q4	$1.29M	Buy	46,940 +25,224	+116%	+$681K	0.02%	465
2025 Q3	$578K	Buy	21,716 +9,916	+84%	+$261K	0.01%	582
2025 Q2	$308K	Buy	11,800 +1,624	+16%	+$40.9K	0.01%	708
2025 Q1	$247K	Buy	+10,176	New	+$245K	0.01%	751

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

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

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

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Axxcess Wealth Management's EELV Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2026, closing a stake of 46,940 shares — an estimated $1.29M sold.

Axxcess Wealth Management first reported a position in EELV in Q1 2025 and held it in 4 quarters. The position peaked at $1.29M in Q4 2025. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 46,940 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $1.29M.
Axxcess Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2025 and held it in 4 quarters.
Axxcess Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.29M in Q4 2025.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.