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

Accel 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
2023 Q2	–	Sell	-645	Closed	-$17.6K	–	490
2023 Q1	$17.6K	Hold	645	–	–	0.01%	749
2022 Q4	$17.3K	Hold	645	–	–	0.01%	588
2022 Q3	$16K	Hold	645	–	–	0.01%	621
2022 Q2	$18K	Hold	645	–	–	0.01%	572
2022 Q1	$20K	Hold	645	–	–	0.01%	561
2021 Q4	$21K	Hold	645	–	–	0.01%	561
2021 Q3	$20K	Hold	645	–	–	0.01%	504
2021 Q2	$20K	Hold	645	–	–	0.01%	543
2021 Q1	$20K	Hold	645	–	–	0.02%	507
2020 Q4	$19K	Buy	+645	New	+$18.8K	0.02%	504

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Accel Wealth Management's IDLV Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2023, closing a stake of 645 shares — an estimated $17.6K sold.

Accel Wealth Management first reported a position in IDLV in Q4 2020 and held it in 10 quarters. The position peaked at $21K in Q4 2021. 88 funds tracked by Wall St. Rank hold IDLV as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 645 Invesco S&P International Developed Low Volatility ETF shares in Q2 2023, an estimated $17.6K.
Accel Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $21K in Q4 2021.
88 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.