SFG
EELV icon

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

Snider Financial Group’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
Q4 		– Sell
-8,064
Closed -$215K – 111
2025
Q3 		$215K Buy
8,064
+35
+0.4% +$922 0.06% 112
2025
Q2 		$210K Buy
+8,029
New +$202K 0.06% 112

Other funds holding EELV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $56M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM

Snider Financial Group's EELV Position: Q4 2025 in Review

Snider Financial Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2025, closing a stake of 8,064 shares — an estimated $215K sold.

Snider Financial Group first reported a position in EELV in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 121 funds tracked by Wall St. Rank hold EELV as of Q4 2025.

  • Snider Financial Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Snider Financial Group sold 8,064 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2025, an estimated $215K.
  • Snider Financial Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2025 and held it in 2 quarters.
  • Snider Financial Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $215K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2025.

Based on Snider Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.