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

Choice Wealth Advisors’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	$2.49M	Sell	89,674 -5,540	-6%	-$159K	0.87%	19
2026 Q1	$2.67M	Buy	+95,214	New	+$2.72M	1.05%	17
2025 Q4	–	Sell	-105,828	Closed	-$2.82M	–	34
2025 Q3	$2.82M	Sell	105,828 -376,725	-78%	-$9.93M	1.21%	16
2025 Q2	$12.6M	Sell	482,553 -2,567	-0.5%	-$64.6K	5.7%	7
2025 Q1	$11.8M	Buy	485,120 +7,377	+2%	+$178K	6.14%	6
2024 Q4	$11.2M	Buy	477,743 +16,426	+4%	+$407K	5.71%	7
2024 Q3	$12M	Sell	461,317 -2,116	-0.5%	-$52.5K	6.01%	6
2024 Q2	$10.9M	Buy	463,433 +16,212	+4%	+$386K	5.79%	6
2024 Q1	$10.7M	Buy	447,221 +2,169	+0.5%	+$51.5K	6.47%	6
2023 Q4	$10.7M	Buy	445,052 +18,073	+4%	+$415K	6.63%	5
2023 Q3	$9.61M	Buy	426,979 +5,024	+1%	+$118K	6.79%	5
2023 Q2	$9.92M	Buy	421,955 +19,545	+5%	+$461K	6.75%	5
2023 Q1	$9.35M	Buy	402,410 +12,250	+3%	+$287K	6.8%	6
2022 Q4	$8.98M	Buy	390,160 +22,074	+6%	+$490K	6.74%	6
2022 Q3	$7.73M	Buy	+368,086	New	+$8.45M	6.46%	7

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Choice Wealth Advisors's EELV Position: Q2 2026 in Review

Choice Wealth Advisors reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 5.8% in Q2 2026, selling an estimated $159K and leaving 89,674 shares worth $2.49M. The position accounts for 0.87% of the portfolio, ranked #19.

Choice Wealth Advisors first reported a position in EELV in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q2 2025. 16 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Choice Wealth Advisors held 89,674 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $2.49M as of Q2 2026.
Choice Wealth Advisors sold 5,540 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $159K.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.87% of Choice Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Choice Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2022 and has held it in 15 quarters since.
Choice Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $12.6M in Q2 2025.
16 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.