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

WealthShield Partners’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	–	Sell	-3,427	Closed	-$96.2K	–	443
2026 Q1	$96.2K	Buy	3,427 +32	+0.9%	+$915	0.01%	407
2025 Q4	$93.1K	Buy	3,395 +12	+0.4%	+$324	0.01%	400
2025 Q3	$90K	Buy	3,383 +39	+1%	+$1.03K	0.01%	402
2025 Q2	$87.3K	Buy	3,344 +45	+1%	+$1.13K	0.01%	395
2025 Q1	$80.1K	Buy	3,299 +36	+1%	+$868	0.01%	390
2024 Q4	$76.4K	Buy	+3,263	New	+$80.8K	0.01%	362
2024 Q3	–	Sell	-3,353	Closed	-$79K	–	492
2024 Q2	$79K	Buy	3,353 +40	+1%	+$952	0.01%	339
2024 Q1	$79.2K	Sell	3,313 -169	-5%	-$4.01K	0.01%	334
2023 Q4	$83.7K	Sell	3,482 -306	-8%	-$7.02K	0.01%	330
2023 Q3	$85.2K	Buy	3,788 +39	+1%	+$918	0.01%	349
2023 Q2	$88.2K	Sell	3,749 -1,606	-30%	-$37.9K	0.01%	349
2023 Q1	$124K	Buy	+5,355	New	+$125K	0.02%	315

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.62B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RRWA

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

WealthShield Partners's EELV Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2026, closing a stake of 3,427 shares — an estimated $96.2K sold.

WealthShield Partners first reported a position in EELV in Q1 2023 and held it in 12 quarters. The position peaked at $124K in Q1 2023. 122 funds tracked by Wall St. Rank hold EELV as of Q2 2026.

WealthShield Partners reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 3,427 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2026, an estimated $96.2K.
WealthShield Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and held it in 12 quarters.
WealthShield Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $124K in Q1 2023.
122 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.