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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
29,024
-18,769
-39% -$472K 0.01% 784
2025
Q1
$1.16M Buy
47,793
+187
+0.4% +$4.51K 0.01% 597
2024
Q4
$1.11M Buy
47,606
+646
+1% +$16K 0.02% 501
2024
Q3
$1.23M Sell
46,960
-82,815
-64% -$2.06M 0.02% 488
2024
Q2
$3.06M Sell
129,775
-39,959
-24% -$951K 0.05% 301
2024
Q1
$4.05M Buy
169,734
+1,121
+0.7% +$26.6K 0.07% 248
2023
Q4
$4.05M Buy
168,613
+1,982
+1% +$45.5K 0.07% 245
2023
Q3
$3.75M Buy
+166,631
New +$3.92M 0.08% 245

Other funds holding EELV

Congress Wealth Management's EELV Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 39% in Q2 2025, selling an estimated $472K and leaving 29,024 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #784.

Congress Wealth Management first reported a position in EELV in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.05M in Q1 2024. 111 funds tracked by Wall St. Rank hold EELV as of Q2 2025.

  • Congress Wealth Management held 29,024 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $758K as of Q2 2025.
  • Congress Wealth Management sold 18,769 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2025, an estimated $472K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #784 holding.
  • Congress Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2023 and has held it in 8 quarters since.
  • Congress Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $4.05M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.