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

Convergence Financial’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	$431K	Buy	+15,414	New	+$440K	0.06%	179

Other funds holding EELV

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

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Convergence Financial's EELV Position: Q3 2026 in Review

Convergence Financial opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2026: 15,414 shares worth $431K. The stake represents 0.06% of the portfolio and ranks #179 among its holdings.

34 funds tracked by Wall St. Rank hold EELV as of Q3 2026.

Convergence Financial held 15,414 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $431K as of Q3 2026.
Invesco S&P Emerging Markets Low Volatility ETF was a new Convergence Financial position in Q3 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.06% of Convergence Financial's portfolio in Q3 2026, its #179 holding.
34 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.