LPWM LLC
EELV icon

LPWM LLC’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

LPWM LLC’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
Q3 		$271K Sell
9,676
-242
-2% -$6.91K 0.06% 86
2026
Q2 		$276K Sell
9,918
-1,609
-14% -$46.1K 0.06% 85
2026
Q1 		$324K Sell
11,527
-167,603
-94% -$4.79M 0.08% 75
2025
Q4 		$4.91M Buy
179,130
+2,677
+2% +$72.2K 1.24% 14
2025
Q3 		$4.7M Buy
176,453
+3,338
+2% +$87.9K 1.25% 15
2025
Q2 		$4.52M Sell
173,115
-6,809
-4% -$171K 1.32% 14
2025
Q1 		$4.37M Buy
179,924
+13,063
+8% +$315K 1.41% 15
2024
Q4 		$3.91M Buy
166,861
+28,525
+21% +$706K 1.25% 18
2024
Q3 		$3.53M Buy
138,336
+3,124
+2% +$77.5K 1.16% 19
2024
Q2 		$3.25M Buy
135,212
+2,244
+2% +$53.4K 1.12% 19
2024
Q1 		$3.17M Buy
132,968
+3,677
+3% +$87.3K 1.16% 19
2023
Q4 		$3.08M Buy
129,291
+5,349
+4% +$123K 1.22% 17
2023
Q3 		$2.76M Buy
123,942
+3,146
+3% +$74K 1.24% 16
2023
Q2 		$2.86M Sell
120,796
-981
-0.8% -$23.1K 1.26% 15
2023
Q1 		$2.83M Buy
121,777
+4,662
+4% +$109K 1.36% 14
2022
Q4 		$2.79M Sell
117,115
-5,079
-4% -$113K 1.5% 13
2022
Q3 		$2.56M Buy
122,194
+2,570
+2% +$59K 1.53% 14
2022
Q2 		$2.72M Buy
119,624
+1,709
+1% +$42.4K 1.52% 14
2022
Q1 		$3.06M Buy
+117,915
New +$3.01M 1.52% 12

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First Heartland Consultants
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Antonelli Financial Advisors
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
BKM Wealth Management
BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Israel Discount Bank of New York
Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC's EELV Position: Q3 2026 in Review

LPWM LLC reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 2.4% in Q3 2026, selling an estimated $6.91K and leaving 9,676 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #86.

LPWM LLC first reported a position in EELV in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.91M in Q4 2025. 24 funds tracked by Wall St. Rank hold EELV as of Q3 2026.

  • LPWM LLC held 9,676 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $271K as of Q3 2026.
  • LPWM LLC sold 242 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2026, an estimated $6.91K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.06% of LPWM LLC's portfolio in Q3 2026, its #86 holding.
  • LPWM LLC first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2022 and has held it in 19 quarters since.
  • LPWM LLC's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $4.91M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.