High Net Worth Advisory Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

High Net Worth Advisory Group’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 Q1	$562K	Hold	20,000	–	–	0.13%	137
2025 Q4	$549K	Hold	20,000	–	–	0.13%	134
2025 Q3	$532K	Hold	20,000	–	–	0.13%	133
2025 Q2	$522K	Hold	20,000	–	–	0.14%	127
2025 Q1	$486K	Hold	20,000	–	–	0.14%	127
2024 Q4	$468K	Hold	20,000	–	–	0.13%	132
2024 Q3	$522K	Hold	20,000	–	–	0.14%	125
2024 Q2	$471K	Hold	20,000	–	–	0.14%	121
2024 Q1	$478K	Hold	20,000	–	–	0.15%	120
2023 Q4	$481K	Buy	20,000 +5,000	+33%	+$115K	0.18%	113
2023 Q3	$338K	Hold	15,000	–	–	0.14%	128
2023 Q2	$353K	Hold	15,000	–	–	0.14%	131
2023 Q1	$348K	Hold	15,000	–	–	0.14%	134
2022 Q4	$345K	Buy	+15,000	New	+$333K	0.13%	134

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

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

High Net Worth Advisory Group's EELV Position: Q1 2026 in Review

High Net Worth Advisory Group held its Invesco S&P Emerging Markets Low Volatility ETF (EELV) position steady in Q1 2026 at 20,000 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #137.

High Net Worth Advisory Group first reported a position in EELV in Q4 2022 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

High Net Worth Advisory Group held 20,000 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $562K as of Q1 2026.
High Net Worth Advisory Group left its Invesco S&P Emerging Markets Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.13% of High Net Worth Advisory Group's portfolio in Q1 2026, its #137 holding.
High Net Worth Advisory Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.