LWM Advisory Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.53M Sell
125,658
-252,172
-67% -$7.21M 3.77% 7
2025
Q4
$10.4M Buy
377,830
+7,917
+2% +$214K 6.07% 4
2025
Q3
$9.85M Sell
369,913
-23,617
-6% -$622K 5.74% 4
2025
Q2
$10.3M Buy
393,530
+38,368
+11% +$965K 7.09% 3
2025
Q1
$8.62M Buy
355,162
+17,384
+5% +$419K 5.99% 3
2024
Q4
$7.91M Buy
337,778
+6,732
+2% +$167K 5.5% 4
2024
Q3
$8.64M Sell
331,046
-5,059
-2% -$126K 6.4% 2
2024
Q2
$7.92M Buy
336,105
+312,038
+1,297% +$7.42M 6.65% 3
2024
Q1
$1.22M Sell
24,067
-319,934
-93% -$7.6M 0.98% 23
2023
Q4
$8.27M Sell
344,001
-35,585
-9% -$816K 7.27% 3
2023
Q3
$8.54M Buy
379,586
+19,660
+5% +$463K 9.16% 2
2023
Q2
$8.47M Buy
359,926
+10,742
+3% +$253K 8.94% 2
2023
Q1
$8.11M Buy
349,184
+22,161
+7% +$518K 8.66% 2
2022
Q4
$7.52M Buy
327,023
+12,459
+4% +$276K 8.32% 1
2022
Q3
$6.6M Buy
314,564
+31,323
+11% +$719K 7.48% 2
2022
Q2
$6.59M Buy
283,241
+275,377
+3,502% +$6.83M 7.89% 2
2022
Q1
$203K Buy
+7,864
New +$201K 0.25% 110

Other funds holding EELV

LWM Advisory Services's EELV Position: Q1 2026 in Review

LWM Advisory Services reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 67% in Q1 2026, selling an estimated $7.21M and leaving 125,658 shares worth $3.53M. The position accounts for 3.77% of the portfolio, ranked #7.

LWM Advisory Services first reported a position in EELV in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.4M in Q4 2025. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

  • LWM Advisory Services held 125,658 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $3.53M as of Q1 2026.
  • LWM Advisory Services sold 252,172 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $7.21M.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 3.77% of LWM Advisory Services's portfolio in Q1 2026, its #7 holding.
  • LWM Advisory Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2022 and has held it in 17 quarters since.
  • LWM Advisory Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $10.4M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.