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Invesco S&p Emerging etf - e shares owned by UMA Financial Services

Quarter-by-quarter ownership of Invesco S&p Emerging etf - e (EELV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Invesco S&p Emerging etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p Emerging etf - e held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p Emerging etf - e by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 2.4k 26.62
2025-06-30 $63k 2.4k 26.12
2025-03-31 $63k 2.6k 24.28
2024-12-31 $61k 2.6k 23.41
2022-09-30 $4.7M 217k 21.53
2022-06-30 $4.9M 211k 23.40

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Invesco S&p Emerging etf - e

Envestnet Asset Management
Pnc Financial Services
Morgan Stanley
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Wells Fargo & Company
LWM Advisory Services
Rainey & Randall Investment Management
Old Mission Capital
Rhumbline Advisers
FMR
UBS Group
Invesco
Brio Consultants

View all funds holding Invesco S&p Emerging etf - e