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 Q3	$3.22M	Sell	115,211 -1,369	-1%	-$39.1K	1.04%	26
2026 Q2	$3.24M	Buy	116,580 +7,766	+7%	+$223K	1.15%	25
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

BKM Wealth Management's EELV Position: Q3 2026 in Review

BKM Wealth Management reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 1.2% in Q3 2026, selling an estimated $39.1K and leaving 115,211 shares worth $3.22M. The position accounts for 1.04% of the portfolio, ranked #26.

BKM Wealth Management first reported a position in EELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.24M in Q2 2026. 79 funds tracked by Wall St. Rank hold EELV as of Q3 2026.

BKM Wealth Management held 115,211 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $3.22M as of Q3 2026.
BKM Wealth Management sold 1,369 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2026, an estimated $39.1K.
Invesco S&P Emerging Markets Low Volatility ETF made up 1.04% of BKM Wealth Management's portfolio in Q3 2026, its #26 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 12 quarters since.
BKM Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.24M in Q2 2026.
79 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.