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

Accurate 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
Q1 		– Sell
-1,917
Closed -$51.7K – 791
2022
Q4 		$51.7K Buy
+1,917
New +$49.5K 0.02% 447

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PI
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
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

Accurate Wealth Management's IDLV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2023, closing a stake of 1,917 shares — an estimated $51.7K sold.

Accurate Wealth Management first reported a position in IDLV in Q4 2022 and held it in 1 quarter. The position peaked at $51.7K in Q4 2022. 90 funds tracked by Wall St. Rank hold IDLV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,917 Invesco S&P International Developed Low Volatility ETF shares in Q1 2023, an estimated $51.7K.
  • Accurate Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $51.7K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.