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Burkett Financial Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Burkett Financial Services’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 		– Sell
-4,839
Closed -$136K – 267
2026
Q1 		$136K Sell
4,839
-3,031
-39% -$86.7K 0.05% 62
2025
Q4 		$216K Sell
7,870
-665
-8% -$17.9K 0.07% 51
2025
Q3 		$227K Sell
8,535
-817
-9% -$21.5K 0.08% 51
2025
Q2 		$244K Sell
9,352
-976
-9% -$24.6K 0.09% 46
2025
Q1 		$251K Buy
10,328
+972
+10% +$23.4K 0.1% 43
2024
Q4 		$219K Sell
9,356
-3,342
-26% -$82.7K 0.09% 45
2024
Q3 		$331K Sell
12,698
-397
-3% -$9.86K 0.14% 38
2024
Q2 		$309K Buy
13,095
+362
+3% +$8.61K 0.16% 37
2024
Q1 		$304K Sell
12,733
-596
-4% -$14.2K 0.16% 39
2023
Q4 		$320K Buy
+13,329
New +$306K 0.18% 37

Other funds holding EELV

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Burkett Financial Services's EELV Position: Q2 2026 in Review

Burkett Financial Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026, closing a stake of 4,839 shares — an estimated $136K sold.

Burkett Financial Services first reported a position in EELV in Q4 2023 and held it in 10 quarters. The position peaked at $331K in Q3 2024. 14 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

  • Burkett Financial Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 4,839 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $136K.
  • Burkett Financial Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2023 and held it in 10 quarters.
  • Burkett Financial Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $331K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.