Ipsen Advisor Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Ipsen Advisor 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 Q2	$1.61M	Buy	57,742 +1,511	+3%	+$43.3K	1.03%	27
2026 Q1	$1.58M	Buy	56,231 +1,038	+2%	+$29.7K	1.1%	25
2025 Q4	$1.51M	Buy	55,193 +267	+0.5%	+$7.21K	1.08%	26
2025 Q3	$1.46M	Buy	54,926 +5,695	+12%	+$150K	1.05%	24
2025 Q2	$1.29M	Buy	49,231 +4,753	+11%	+$120K	0.98%	27
2025 Q1	$1.08M	Buy	44,478 +1,652	+4%	+$39.8K	0.93%	29
2024 Q4	$1M	Buy	+42,826	New	+$1.06M	0.86%	32
2022 Q4	$422K	Buy	+18,349	New	+$407K	0.49%	52

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

Ipsen Advisor Group's EELV Position: Q2 2026 in Review

Ipsen Advisor Group increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 2.7% in Q2 2026, buying an estimated $43.3K and bringing the position to 57,742 shares worth $1.61M. The position accounts for 1.03% of the portfolio, ranked #27.

Ipsen Advisor Group first reported a position in EELV in Q4 2022 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Ipsen Advisor Group held 57,742 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $1.61M as of Q2 2026.
Ipsen Advisor Group bought 1,511 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $43.3K.
Invesco S&P Emerging Markets Low Volatility ETF made up 1.03% of Ipsen Advisor Group's portfolio in Q2 2026, its #27 holding.
Ipsen Advisor Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2022 and has held it in 8 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.