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

Root Financial 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 Q2	–	Sell	-877	Closed	-$24.6K	–	1201
2026 Q1	$24.6K	Hold	877	–	–	﹤0.01%	1204
2025 Q4	$24.1K	Hold	877	–	–	﹤0.01%	1083
2025 Q3	$23.3K	Buy	+877	New	+$23.1K	﹤0.01%	1036

Other funds holding EELV

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

BWM

BKM Wealth Management Brookfield, Wisconsin $282M AUM 23.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Root Financial Partners's EELV Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026, closing a stake of 877 shares — an estimated $24.6K sold.

Root Financial Partners first reported a position in EELV in Q3 2025 and held it in 3 quarters. The position peaked at $24.6K in Q1 2026. 42 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 877 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $24.6K.
Root Financial Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $24.6K in Q1 2026.
42 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.