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Advisornet Financial’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-191
Closed -$5.81K – 2096
2024
Q3 		$5.81K Sell
191
-612
-76% -$17.8K ﹤0.01% 1550
2024
Q2 		$21.9K Hold
803
– – ﹤0.01% 1065
2024
Q1 		$22.5K Hold
803
– – ﹤0.01% 1040
2023
Q4 		$22.6K Sell
803
-119
-13% -$3.17K ﹤0.01% 1043
2023
Q3 		$24.1K Hold
922
– – ﹤0.01% 979
2023
Q2 		$25.2K Sell
922
-268
-23% -$7.46K ﹤0.01% 1009
2023
Q1 		$32.6K Buy
1,190
+937
+370% +$25.6K ﹤0.01% 921
2022
Q4 		$6.78K Sell
253
-69
-21% -$1.78K ﹤0.01% 1397
2022
Q3 		$8K Sell
322
-1,221
-79% -$33.5K ﹤0.01% 1401
2022
Q2 		$43K Buy
1,543
+96
+7% +$2.84K ﹤0.01% 916
2022
Q1 		$45K Buy
1,447
+1,195
+474% +$37.2K ﹤0.01% 997
2021
Q4 		$8K Hold
252
– – ﹤0.01% 1547
2021
Q3 		$8K Hold
252
– – ﹤0.01% 1508
2021
Q2 		$8K Hold
252
– – ﹤0.01% 1463
2021
Q1 		$8K Buy
+252
New +$7.64K ﹤0.01% 1417

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Advisornet Financial's IDLV Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2024, closing a stake of 191 shares — an estimated $5.81K sold.

Advisornet Financial first reported a position in IDLV in Q1 2021 and held it in 15 quarters. The position peaked at $45K in Q1 2022. 87 funds tracked by Wall St. Rank hold IDLV as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 191 Invesco S&P International Developed Low Volatility ETF shares in Q4 2024, an estimated $5.81K.
  • Advisornet Financial first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2021 and held it in 15 quarters.
  • Advisornet Financial's Invesco S&P International Developed Low Volatility ETF position peaked at $45K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.