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

Ridgewood Investments’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
Q3 		– Sell
-4,159
Closed -$109K – 344
2025
Q2 		$109K Sell
4,159
-107
-3% -$2.69K 0.05% 247
2025
Q1 		$104K Sell
4,266
-18
-0.4% -$434 0.05% 244
2024
Q4 		$100K Sell
4,284
-139
-3% -$3.44K 0.05% 234
2024
Q3 		$115K Sell
4,423
-980
-18% -$24.3K 0.06% 227
2024
Q2 		$127K Buy
+5,403
New +$129K 0.06% 220
2023
Q3 		– Sell
-5,178
Closed -$122K – 340
2023
Q2 		$122K Sell
5,178
-304
-6% -$7.17K 0.07% 221
2023
Q1 		$127K Buy
+5,482
New +$128K 0.08% 228
2021
Q2 		– Sell
-8,760
Closed -$207K – 197
2021
Q1 		$207K Buy
+8,760
New +$200K 0.13% 176
2020
Q3 		– Sell
-11,325
Closed -$220K – 173
2020
Q2 		$220K Sell
11,325
-2,420
-18% -$45.7K 0.18% 146
2020
Q1 		$241K Sell
13,745
-114
-0.8% -$2.44K 0.24% 121
2019
Q4 		$333K Sell
13,859
-1,154
-8% -$26.9K 0.24% 126
2019
Q3 		$341K Buy
15,013
+85
+0.6% +$1.98K 0.27% 119
2019
Q2 		$364K Sell
14,928
-1
-0% -$24 0.28% 114
2019
Q1 		$359K Sell
14,929
-2,163
-13% -$51.8K 0.3% 110
2018
Q4 		$425K Hold
17,092
– – 0.34% 88
2018
Q3 		$425K Sell
17,092
-215
-1% -$5.33K 0.34% 89
2018
Q2 		$418K Buy
17,307
+288
+2% +$7.4K 0.37% 81
2018
Q1 		$449K Buy
17,019
+167
+1% +$4.41K 0.41% 71
2017
Q4 		$427K Sell
16,852
-599
-3% -$14.8K 0.38% 79
2017
Q3 		$427K Sell
17,451
-778
-4% -$19.2K 0.41% 75
2017
Q2 		$437K Sell
18,229
-62
-0.3% -$1.46K 0.44% 64
2017
Q1 		$421K Sell
18,291
-96
-0.5% -$2.13K 0.45% 62
2016
Q4 		$384K Buy
+18,387
New +$396K 0.45% 60

Other funds holding EELV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $616M AUM 14.82% 1-Year Est. Return

Ridgewood Investments's EELV Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2025, closing a stake of 4,159 shares — an estimated $109K sold.

Ridgewood Investments first reported a position in EELV in Q4 2016 and held it in 23 quarters. The position peaked at $449K in Q1 2018. 115 funds tracked by Wall St. Rank hold EELV as of Q3 2025.

  • Ridgewood Investments reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 4,159 Invesco S&P Emerging Markets Low Volatility ETF shares in Q3 2025, an estimated $109K.
  • Ridgewood Investments first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2016 and held it in 23 quarters.
  • Ridgewood Investments's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $449K in Q1 2018.
  • 115 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.