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 Q2	$704K	Buy	+25,336	New	+$726K	0.01%	622
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 $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

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

Axxcess Wealth Management opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026: 25,336 shares worth $704K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EELV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EELV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 122 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Axxcess Wealth Management held 25,336 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $704K as of Q2 2026.
Invesco S&P Emerging Markets Low Volatility ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #622 holding.
Axxcess Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.29M in Q4 2025.
122 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.