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 Q3	$19.2K	Buy	+687	New	+$19.6K	﹤0.01%	1580
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

Root Financial Partners's EELV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q3 2026: 687 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EELV as recently as Q1 2026.

Root Financial Partners first reported a position in EELV in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q1 2026. 62 funds tracked by Wall St. Rank hold EELV as of Q3 2026.

Root Financial Partners held 687 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $19.2K as of Q3 2026.
Invesco S&P Emerging Markets Low Volatility ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1580 holding.
Root Financial Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $24.6K in Q1 2026.
62 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.