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EELV icon

SteelPeak Wealth’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

SteelPeak Wealth’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 		$306K Sell
10,991
-1,189
-10% -$34.1K 0.01% 520
2026
Q1 		$342K Sell
12,180
-642
-5% -$18.4K 0.01% 437
2025
Q4 		$352K Sell
12,822
-2,683
-17% -$72.4K 0.01% 405
2025
Q3 		$413K Buy
15,505
+871
+6% +$22.9K 0.01% 420
2025
Q2 		$382K Buy
14,634
+497
+4% +$12.5K 0.01% 389
2025
Q1 		$343K Sell
14,137
-729
-5% -$17.6K 0.01% 397
2024
Q4 		$348K Buy
14,866
+39
+0.3% +$965 0.01% 388
2024
Q3 		$387K Hold
14,827
– – 0.02% 356
2024
Q2 		$349K Buy
14,827
+61
+0.4% +$1.45K 0.02% 356
2024
Q1 		$353K Hold
14,766
– – 0.02% 345
2023
Q4 		$355K Hold
14,766
– – 0.02% 320
2023
Q3 		$332K Sell
14,766
-2,291
-13% -$53.9K 0.02% 315
2023
Q2 		$401K Sell
17,057
-866
-5% -$20.4K 0.02% 277
2023
Q1 		$416K Buy
17,923
+2,753
+18% +$64.4K 0.03% 261
2022
Q4 		$349K Sell
15,170
-2,615
-15% -$58K 0.03% 291
2022
Q3 		$373K Buy
17,785
+5,269
+42% +$121K 0.03% 295
2022
Q2 		$291K Buy
12,516
+92
+0.7% +$2.28K 0.02% 323
2022
Q1 		$321K Sell
12,424
-319
-3% -$8.14K 0.02% 343
2021
Q4 		$316K Sell
12,743
-549
-4% -$13.7K 0.02% 322
2021
Q3 		$327K Buy
13,292
+32
+0.2% +$784 0.02% 318
2021
Q2 		$321K Buy
13,260
+734
+6% +$17.9K 0.02% 329
2021
Q1 		$295K Buy
+12,526
New +$286K 0.02% 303
2020
Q4 		– Sell
-12,888
Closed -$259K – 337
2020
Q3 		$259K Sell
12,888
-133
-1% -$2.71K 0.03% 229
2020
Q2 		$253K Sell
13,021
-687
-5% -$13K 0.03% 211
2020
Q1 		$240K Buy
13,708
+1,106
+9% +$23.7K 0.04% 194
2019
Q4 		$302K Buy
+12,602
New +$294K 0.04% 200

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

SteelPeak Wealth's EELV Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 9.8% in Q2 2026, selling an estimated $34.1K and leaving 10,991 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #520.

SteelPeak Wealth first reported a position in EELV in Q4 2019 and has held it in 26 quarters since. The position peaked at $416K in Q1 2023. 16 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

  • SteelPeak Wealth held 10,991 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $306K as of Q2 2026.
  • SteelPeak Wealth sold 1,189 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $34.1K.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #520 holding.
  • SteelPeak Wealth first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $416K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.