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

Prevail Innovative Wealth 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	-60,357	Closed	-$1.41M	–	181
2024 Q4	$1.41M	Buy	60,357 +14,498	+32%	+$359K	0.41%	76
2024 Q3	$1.2M	Buy	45,859 +3,478	+8%	+$86.3K	0.36%	89
2024 Q2	$999K	Buy	42,381 +4,997	+13%	+$119K	0.35%	90
2024 Q1	$893K	Buy	37,384 +16,682	+81%	+$396K	0.33%	100
2023 Q4	$498K	Buy	20,702 +1,374	+7%	+$31.5K	0.24%	101
2023 Q3	$435K	Buy	+19,328	New	+$455K	0.23%	93

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

Prevail Innovative Wealth Advisors's EELV Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2025, closing a stake of 60,357 shares — an estimated $1.41M sold.

Prevail Innovative Wealth Advisors first reported a position in EELV in Q3 2023 and held it in 6 quarters. The position peaked at $1.41M in Q4 2024. 108 funds tracked by Wall St. Rank hold EELV as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 60,357 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2025, an estimated $1.41M.
Prevail Innovative Wealth Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2023 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.41M in Q4 2024.
108 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.