First Heartland Consultants’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

First Heartland Consultants’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	$7.32M	Buy	263,347 +116,551	+79%	+$3.34M	0.47%	53
2026 Q1	$4.12M	Buy	146,796 +31,763	+28%	+$909K	0.32%	73
2025 Q4	$3.16M	Buy	115,033 +14,737	+15%	+$398K	0.24%	91
2025 Q3	$2.67M	Buy	100,296 +71,672	+250%	+$1.89M	0.22%	97
2025 Q2	$748K	Buy	+28,624	New	+$720K	0.07%	200
2020 Q1	–	Sell	-9,548	Closed	-$229K	–	260
2019 Q4	$229K	Buy	9,548 +411	+4%	+$9.57K	0.05%	273
2019 Q3	$208K	Sell	9,137 -1,125	-11%	-$26.2K	0.04%	274
2019 Q2	$250K	Buy	10,262 +4	+0%	+$96	0.06%	238
2019 Q1	$247K	Buy	10,258 +463	+5%	+$11.1K	0.07%	225
2018 Q4	$223K	Buy	+9,795	New	+$229K	0.08%	211

Other funds holding EELV

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

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

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return