EELV β€” INVESCO EXCH TRADED FD TR II

Ownership history in RIVERCHASE WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

RIVERCHASE WEALTH MANAGEMENT, LLC reported INVESCO EXCH TRADED FD TR II (EELV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q4. The latest visible filing shows EELV at 0.36% 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 RIVERCHASE WEALTH MANAGEMENT, LLC'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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 RIVERCHASE WEALTH MANAGEMENT, LLC held EELV β€” position size vs. price
% of Fund (quarterly)    EELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 24,303 β€” 0% 0.36% $682K 2026-04-20 $29.37
2025 Q4 UNCHANGED 24,303 β€” 0% 0.36% $667K 2026-02-02 $28.82
2025 Q3 UNCHANGED 24,303 β€” 0% 0.37% $647K 2025-10-22 $26.35
2025 Q2 UNCHANGED 24,303 β€” 0% 0.40% $635K 2025-07-24 $25.49
2025 Q1 REDUCED 24,303 -81 -0.3% 0.41% $590K 2025-05-05 $24.55
2024 Q4 INITIATED 24,384 β€” β€” 0.43% $571K 2025-02-12 $23.19

FAQ About RIVERCHASE WEALTH MANAGEMENT, LLC and EELV

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

How long has RIVERCHASE WEALTH MANAGEMENT, LLC reported owning EELV?

RIVERCHASE WEALTH MANAGEMENT, LLC reported EELV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EELV position in RIVERCHASE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EELV was 0.43% in 2024 Q4.

What is the latest reported EELV position on this page?

The most recent filing on this page is 2026 Q1, when RIVERCHASE WEALTH MANAGEMENT, LLC reported 24,303 shares, equal to 0.36% of portfolio, with an estimated market value of $682K.

What does the chart on this EELV ownership page compare?

The chart compares RIVERCHASE WEALTH MANAGEMENT, LLC'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.

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