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

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

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

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

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

AIC

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

First Heartland Consultants's EELV Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 79% in Q2 2026, buying an estimated $3.34M and bringing the position to 263,347 shares worth $7.32M. The position accounts for 0.47% of the portfolio, ranked #53.

First Heartland Consultants first reported a position in EELV in Q4 2018 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

First Heartland Consultants held 263,347 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $7.32M as of Q2 2026.
First Heartland Consultants bought 116,551 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $3.34M.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.47% of First Heartland Consultants's portfolio in Q2 2026, its #53 holding.
First Heartland Consultants first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2018 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.