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Purpose Unlimited Inc’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Purpose Unlimited Inc’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 		$16.2M Buy
576,176
+237,252
+70% +$6.79M 0.67% 34
2025
Q4 		$9.3M Buy
+338,924
New +$9.15M 0.43% 43

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Purpose Unlimited Inc's EELV Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 70% in Q1 2026, buying an estimated $6.79M and bringing the position to 576,176 shares worth $16.2M. The position accounts for 0.67% of the portfolio, ranked #34.

Purpose Unlimited Inc first reported a position in EELV in Q4 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

  • Purpose Unlimited Inc held 576,176 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $16.2M as of Q1 2026.
  • Purpose Unlimited Inc bought 237,252 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $6.79M.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.67% of Purpose Unlimited Inc's portfolio in Q1 2026, its #34 holding.
  • Purpose Unlimited Inc first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.