Grey Fox Wealth Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-454	Closed	-$12.1K	–	270
2025 Q3	$12.1K	Buy	+454	New	+$12K	﹤0.01%	388
2023 Q4	–	Sell	-10,327	Closed	-$232K	–	109
2023 Q3	$232K	Buy	10,327 +55	+0.5%	+$1.29K	0.12%	96
2023 Q2	$242K	Sell	10,272 -138	-1%	-$3.26K	0.12%	90
2023 Q1	$242K	Buy	10,410 +1,031	+11%	+$24.1K	0.14%	82
2022 Q4	$216K	Buy	+9,379	New	+$208K	0.14%	84

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RRWA

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

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

Grey Fox Wealth Advisors's EELV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2025, closing a stake of 454 shares — an estimated $12.1K sold.

Grey Fox Wealth Advisors first reported a position in EELV in Q4 2022 and held it in 5 quarters. The position peaked at $242K in Q1 2023. 121 funds tracked by Wall St. Rank hold EELV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 454 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2025, an estimated $12.1K.
Grey Fox Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and held it in 5 quarters.
Grey Fox Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $242K in Q1 2023.
121 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.