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

Shore Point 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
2026
Q2 		$207K Buy
7,448
+53
+0.7% +$1.52K 0.07% 74
2026
Q1 		$208K Sell
7,395
-10
-0.1% -$286 0.08% 74
2025
Q4 		$203K Buy
+7,405
New +$200K 0.09% 73

Other funds holding EELV

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
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Shore Point Advisors's EELV Position: Q2 2026 in Review

Shore Point Advisors increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 0.72% in Q2 2026, buying an estimated $1.52K and bringing the position to 7,448 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #74.

Shore Point Advisors first reported a position in EELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $208K in Q1 2026. 14 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

  • Shore Point Advisors held 7,448 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $207K as of Q2 2026.
  • Shore Point Advisors bought 53 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $1.52K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.07% of Shore Point Advisors's portfolio in Q2 2026, its #74 holding.
  • Shore Point Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Shore Point Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $208K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.