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 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 $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 $616M AUM 14.82% 1-Year Est. Return

WealthShield Partners's EELV Position: Q1 2026 in Review

WealthShield Partners increased its Invesco S&P Emerging Markets Low Volatility ETF (EELV) stake by 0.94% in Q1 2026, buying an estimated $915 and bringing the position to 3,427 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #407.

WealthShield Partners first reported a position in EELV in Q1 2023 and has held it in 12 quarters since. The position peaked at $124K in Q1 2023. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

WealthShield Partners held 3,427 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $96.2K as of Q1 2026.
WealthShield Partners bought 32 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2026, an estimated $915.
Invesco S&P Emerging Markets Low Volatility ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #407 holding.
WealthShield Partners first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and has held it in 12 quarters since.
WealthShield Partners's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $124K in Q1 2023.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.