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Legacy Wealth Management (Idaho)’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-375
Closed -$9.79K – 796
2025
Q2 		$9.79K Buy
+375
New +$9.44K 0.01% 319

Other funds holding EELV

Envestnet Asset Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EELV Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2025, closing a stake of 375 shares — an estimated $9.79K sold.

Legacy Wealth Management (Idaho) first reported a position in EELV in Q2 2025 and held it in 1 quarter. The position peaked at $9.79K in Q2 2025. 115 funds tracked by Wall St. Rank hold EELV as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 375 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2025, an estimated $9.79K.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Invesco S&P Emerging Markets Low Volatility ETF position peaked at $9.79K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.