EELV β€” INVESCO EXCH TRADED FD TR II

Ownership history in Abound Wealth Management  Β·  3 quarters on record

AI Ownership Summary

Abound Wealth Management reported INVESCO EXCH TRADED FD TR II (EELV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows EELV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EELV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held EELV β€” position size vs. price
% of Fund (quarterly)    EELV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 234 +81 +52.9% 0.00% $7K 2026-04-10 $29.06
2025 Q4 REDUCED 153 -392 -71.9% 0.00% $4K 2026-01-12 $27.76
2025 Q3 INITIATED 545 β€” β€” 0.00% $15K 2025-10-10 $25.76

FAQ About Abound Wealth Management and EELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning EELV?

Abound Wealth Management reported EELV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EELV position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for EELV was 0.00% in 2025 Q3.

What is the latest reported EELV position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 234 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this EELV ownership page compare?

The chart compares Abound Wealth Management's quarterly EELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Abound Wealth Management Holdings