Modern Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Modern Wealth Management’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	$8.28M	Buy	+293,696	New	+$8.4M	0.14%	155

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

Modern Wealth Management's EELV Position: Q1 2026 in Review

Modern Wealth Management opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2026: 293,696 shares worth $8.28M. The stake represents 0.14% of the portfolio and ranks #155 among its holdings.

125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

Modern Wealth Management held 293,696 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $8.28M as of Q1 2026.
Invesco S&P Emerging Markets Low Volatility ETF was a new Modern Wealth Management position in Q1 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.14% of Modern Wealth Management's portfolio in Q1 2026, its #155 holding.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.