Steward Partners Investment Advisory’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Steward Partners Investment Advisory’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 Q1	$165K	Hold	5,863	–	–	﹤0.01%	2113
2025 Q4	$161K	Hold	5,863	–	–	﹤0.01%	2036
2025 Q3	$156K	Hold	5,863	–	–	﹤0.01%	1989
2025 Q2	$153K	Hold	5,863	–	–	﹤0.01%	1883
2025 Q1	$142K	Buy	5,863 +347	+6%	+$8.37K	﹤0.01%	1813
2024 Q4	$129K	Hold	5,516	–	–	﹤0.01%	1851
2024 Q3	$144K	Hold	5,516	–	–	﹤0.01%	1690
2024 Q2	$130K	Hold	5,516	–	–	﹤0.01%	1650
2024 Q1	$132K	Sell	5,516 -40,048	-88%	-$951K	﹤0.01%	1624
2023 Q4	$1.1M	Sell	45,564 -2,030	-4%	-$46.6K	0.01%	691
2023 Q3	$1.07M	Sell	47,594 -746	-2%	-$17.6K	0.02%	652
2023 Q2	$1.14M	Sell	48,340 -1,405	-3%	-$33.2K	0.02%	652
2023 Q1	$1.16M	Sell	49,745 -1,585	-3%	-$37.1K	0.02%	651
2022 Q4	$1.18M	Buy	51,330 +3,952	+8%	+$87.6K	0.02%	607
2022 Q3	$994K	Buy	47,378 +39	+0.1%	+$895	0.02%	627
2022 Q2	$1.1M	Buy	47,339 +47,139	+23,570%	+$1.17M	0.02%	602
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	2875
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	2810
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	2799
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	6529
2021 Q1	$4.72K	Hold	200	–	–	﹤0.01%	3022
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	2555
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	2421
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	2314
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	2204
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	2290
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	2287
2019 Q2	$4K	Buy	+200	New	+$4.78K	﹤0.01%	2267

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Steward Partners Investment Advisory's EELV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P Emerging Markets Low Volatility ETF (EELV) position steady in Q1 2026 at 5,863 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Steward Partners Investment Advisory first reported a position in EELV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.18M in Q4 2022. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

Steward Partners Investment Advisory held 5,863 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $165K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco S&P Emerging Markets Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2113 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.18M in Q4 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.