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

BKM 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	$3.06M	Buy	108,814 +6,764	+7%	+$193K	1.12%	24
2025 Q4	$2.8M	Buy	102,050 +50,158	+97%	+$1.35M	1.02%	26
2025 Q3	$1.38M	Buy	51,892 +745	+1%	+$19.6K	0.51%	58
2025 Q2	$1.34M	Sell	51,147 -11,916	-19%	-$300K	0.52%	57
2025 Q1	$1.53M	Buy	63,063 +4,223	+7%	+$102K	0.63%	52
2024 Q4	$1.38M	Buy	58,840 +46	+0.1%	+$1.14K	0.57%	56
2024 Q3	$1.53M	Sell	58,794 -2,014	-3%	-$50K	0.62%	50
2024 Q2	$1.43M	Buy	60,808 +5,744	+10%	+$137K	0.69%	44
2024 Q1	$1.32M	Buy	55,064 +10,523	+24%	+$250K	0.57%	56
2023 Q4	$1.07M	Buy	+44,541	New	+$1.02M	0.46%	60

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 $700M AUM 20.51% 1-Year Est. Return

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

BKM Wealth Management increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 6.6% in Q1 2026, buying an estimated $193K and bringing the position to 108,814 shares worth $3.06M. The position accounts for 1.12% of the portfolio, ranked #24.

BKM Wealth Management first reported a position in EELV in Q4 2023 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

BKM Wealth Management held 108,814 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $3.06M as of Q1 2026.
BKM Wealth Management bought 6,764 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $193K.
Invesco S&P Emerging Markets Low Volatility ETF made up 1.12% of BKM Wealth Management's portfolio in Q1 2026, its #24 holding.
BKM Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2023 and has held it in 10 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.