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

&Partners’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	$778K	Sell	27,691 -675	-2%	-$19.3K	﹤0.01%	1442
2025 Q4	$771K	Sell	28,366 -289	-1%	-$7.8K	﹤0.01%	1370
2025 Q3	$763K	Buy	28,655 +4,834	+20%	+$127K	﹤0.01%	1214
2025 Q2	$622K	Buy	23,821 +5,122	+27%	+$129K	﹤0.01%	1242
2025 Q1	$452K	Sell	18,699 -20,036	-52%	-$483K	﹤0.01%	1185
2024 Q4	$904K	Sell	38,735 -9,279	-19%	-$230K	0.01%	810
2024 Q3	$1.25M	Sell	48,014 -13,764	-22%	-$342K	0.02%	482
2024 Q2	$1.46M	Buy	61,778 +17,125	+38%	+$407K	0.06%	255
2024 Q1	$1.07M	Buy	+44,653	New	+$1.06M	0.15%	146

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

&Partners's EELV Position: Q1 2026 in Review

&Partners reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 2.4% in Q1 2026, selling an estimated $19.3K and leaving 27,691 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

&Partners first reported a position in EELV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2024. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

&Partners held 27,691 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $778K as of Q1 2026.
&Partners sold 675 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $19.3K.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1442 holding.
&Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.46M in Q2 2024.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.