Sage Mountain Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Sage Mountain 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	-13,563	Closed	-$318K	–	499
2024 Q4	$318K	Hold	13,563	–	–	0.02%	283
2024 Q3	$354K	Hold	13,563	–	–	0.03%	254
2024 Q2	$320K	Hold	13,563	–	–	0.03%	240
2024 Q1	$324K	Hold	13,563	–	–	0.03%	225
2023 Q4	$326K	Buy	+13,563	New	+$311K	0.04%	188
2022 Q1	–	Sell	-13,563	Closed	-$336K	–	636
2021 Q4	$336K	Buy	+13,563	New	+$338K	0.04%	417

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

Sage Mountain Advisors's EELV Position: Q1 2025 in Review

Sage Mountain Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2025, closing a stake of 13,563 shares — an estimated $318K sold.

Sage Mountain Advisors first reported a position in EELV in Q4 2021 and held it in 6 quarters. The position peaked at $354K in Q3 2024. 108 funds tracked by Wall St. Rank hold EELV as of Q1 2025.

Sage Mountain Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Sage Mountain Advisors sold 13,563 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2025, an estimated $318K.
Sage Mountain Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2021 and held it in 6 quarters.
Sage Mountain Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $354K in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2025.

Based on Sage Mountain Advisors's 13F filing for Q1 2025, filed 2 May 2025.