Mutual Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Mutual Advisors’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 Q1	–	Sell	-9,031	Closed	-$212K	–	1101
2024 Q4	$212K	Sell	9,031 -7,439	-45%	-$184K	0.01%	1004
2024 Q3	$414K	Sell	16,470 -2,894	-15%	-$71.8K	0.01%	771
2024 Q2	$468K	Sell	19,364 -2,998	-13%	-$71.3K	0.01%	729
2024 Q1	$534K	Sell	22,362 -3,266	-13%	-$77.6K	0.02%	676
2023 Q4	$616K	Sell	25,628 -4,969	-16%	-$114K	0.02%	602
2023 Q3	$688K	Sell	30,597 -4,910	-14%	-$116K	0.03%	520
2023 Q2	$835K	Sell	35,507 -4,046	-10%	-$95.5K	0.03%	489
2023 Q1	$919K	Sell	39,553 -3,290	-8%	-$77K	0.04%	448
2022 Q4	$986K	Buy	+42,843	New	+$950K	0.04%	411
2022 Q3	–	Sell	-9,111	Closed	-$212K	–	887
2022 Q2	$212K	Buy	+9,111	New	+$226K	0.01%	780

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 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

Mutual Advisors's EELV Position: Q1 2025 in Review

Mutual Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2025, closing a stake of 9,031 shares — an estimated $212K sold.

Mutual Advisors first reported a position in EELV in Q2 2022 and held it in 10 quarters. The position peaked at $986K in Q4 2022. 108 funds tracked by Wall St. Rank hold EELV as of Q1 2025.

Mutual Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Mutual Advisors sold 9,031 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2025, an estimated $212K.
Mutual Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2022 and held it in 10 quarters.
Mutual Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $986K in Q4 2022.
108 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.