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

Belpointe Asset 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	-8,258	Closed	-$227K	–	1100
2025 Q4	$227K	Buy	+8,258	New	+$223K	0.01%	929
2023 Q2	–	Sell	-4,604	Closed	-$107K	–	1333
2023 Q1	$107K	Sell	4,604 -54,109	-92%	-$1.27M	0.01%	1264
2022 Q4	$1.35M	Buy	58,713 +13,297	+29%	+$295K	0.08%	249
2022 Q3	$954K	Buy	45,416 +2,458	+6%	+$56.4K	0.06%	305
2022 Q2	$999K	Buy	+42,958	New	+$1.07M	0.07%	296
2021 Q4	–	Sell	-11,380	Closed	-$281K	–	1216
2021 Q3	$281K	Hold	11,380	–	–	0.02%	712
2021 Q2	$276K	Buy	11,380 +355	+3%	+$8.64K	0.02%	705
2021 Q1	$260K	Sell	11,025 -10,861	-50%	-$248K	0.02%	648
2020 Q4	$488K	Buy	+21,886	New	+$463K	0.04%	410
2020 Q1	–	Sell	-77,602	Closed	-$1.86M	–	663
2019 Q4	$1.86M	Buy	+77,602	New	+$1.81M	0.24%	102

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

Belpointe Asset Management's EELV Position: Q1 2026 in Review

Belpointe Asset Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2026, closing a stake of 8,258 shares — an estimated $227K sold.

Belpointe Asset Management first reported a position in EELV in Q4 2019 and held it in 10 quarters. The position peaked at $1.86M in Q4 2019. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

Belpointe Asset Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 8,258 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $227K.
Belpointe Asset Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2019 and held it in 10 quarters.
Belpointe Asset Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.86M in Q4 2019.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.