Congress Wealth Management LLC Invesco ETF Tr Ii S&P Emerging Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Emerging stock. As of the latest transaction made, Congress Wealth Management LLC holds 29,024 shares of EELV stock, worth $766,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,024

Previous 47,793 39.27%

Holding current value

$766,523

Previous $1.16 Million 34.66%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$22.61 - $26.12 $424,367 - $490,246	-18,769 Reduced 39.27%	29,024 $758,000
Q1 2025 May 14, 2025	BUY	$23.18 - $24.68 $4,334 - $4,615	187 Added 0.39%	47,793 $1.16 Million
Q4 2024 Feb 11, 2025	BUY	$23.41 - $25.88 $15,122 - $16,718	646 Added 1.38%	47,606 $1.11 Million
Q3 2024 Nov 12, 2024	SELL	$23.54 - $26.35 $1.95 Million - $2.18 Million	-82,815 Reduced 63.81%	46,960 $1.23 Million
Q2 2024 Aug 13, 2024	SELL	$23.1 - $24.47 $923,052 - $977,796	-39,959 Reduced 23.54%	129,775 $3.06 Million
Q1 2024 Apr 18, 2024	BUY	$22.95 - $24.32 $25,726 - $27,262	1,121 Added 0.66%	169,734 $4.05 Million
Q4 2023 Feb 09, 2024	BUY	$21.8 - $24.04 $43,207 - $47,647	1,982 Added 1.19%	168,613 $4.05 Million
Q3 2023 Oct 30, 2023	BUY	$22.42 - $24.44 $3.74 Million - $4.07 Million	166,631 New	166,631 $3.75 Million

Others Institutions Holding EELV

# of Institutions

126

Shares Held

14.4M

Call Options Held

Put Options Held

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About INVESCO ETF TR II S&P EMERGING

Ticker EELV
Sector ETFs
Industry ETFs

More about EELV

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Congress Wealth Management LLC Invesco ETF Tr Ii S&P Emerging Transaction History