Global Retirement Partners’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Global Retirement Partners’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	$127K	Buy	+4,551	New	+$130K	﹤0.01%	1901
2025 Q4	–	Sell	-4,627	Closed	-$123K	–	4289
2025 Q3	$123K	Buy	4,627 +21	+0.5%	+$553	﹤0.01%	1427
2025 Q2	$120K	Buy	+4,606	New	+$116K	﹤0.01%	1338
2024 Q4	$80.4K	Buy	3,435 +77	+2%	+$1.91K	﹤0.01%	1384
2024 Q3	$87.6K	Buy	3,358 +4	+0.1%	+$99	﹤0.01%	1304
2024 Q2	$79K	Buy	3,354 +6	+0.2%	+$143	﹤0.01%	1312
2024 Q1	$80K	Buy	3,348 +11	+0.3%	+$261	﹤0.01%	1177
2023 Q4	$77.8K	Buy	3,337 +1,156	+53%	+$26.5K	﹤0.01%	1169
2023 Q3	$48.1K	Sell	2,181 -69	-3%	-$1.62K	﹤0.01%	1291
2023 Q2	$52.9K	Buy	2,250 +3	+0.1%	+$71	﹤0.01%	1243
2023 Q1	$52.8K	Sell	2,247 -41,039	-95%	-$960K	﹤0.01%	1210
2022 Q4	$996K	Buy	43,286 +12,919	+43%	+$287K	0.07%	255
2022 Q3	$650K	Buy	30,367 +7,075	+30%	+$162K	0.05%	322
2022 Q2	$542K	Buy	23,292 +9,554	+70%	+$237K	0.04%	348
2022 Q1	$339K	Buy	+13,738	New	+$350K	0.03%	434
2018 Q3	–	Sell	-53	Closed	-$1K	–	1540
2018 Q2	$1K	Hold	53	–	–	﹤0.01%	1456
2018 Q1	$1K	Hold	53	–	–	﹤0.01%	1409
2017 Q4	$1K	Hold	53	–	–	﹤0.01%	1375
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	1168
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	1096
2017 Q1	$1K	Buy	+53	New	+$1.18K	﹤0.01%	1054

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.62B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Global Retirement Partners's EELV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026: 4,551 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EELV as recently as Q3 2025.

Global Retirement Partners first reported a position in EELV in Q1 2017 and has held it in 21 quarters since. The position peaked at $996K in Q4 2022. 122 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Global Retirement Partners held 4,551 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $127K as of Q2 2026.
Invesco S&P Emerging Markets Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1901 holding.
Global Retirement Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2017 and has held it in 21 quarters since.
Global Retirement Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $996K in Q4 2022.
122 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.