AWM
IDLV icon

Abound Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Abound Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-178
Closed -$6.13K – 1465
2026
Q1 		$6.13K Buy
+178
New +$6.25K ﹤0.01% 684

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Abound Wealth Management's IDLV Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2026, closing a stake of 178 shares — an estimated $6.13K sold.

Abound Wealth Management first reported a position in IDLV in Q1 2026 and held it in 1 quarter. The position peaked at $6.13K in Q1 2026. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

  • Abound Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 178 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $6.13K.
  • Abound Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $6.13K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.