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

AE 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	$7.11K	Buy	206 +88	+75%	+$3.08K	﹤0.01%	2429
2026 Q1	$4.07K	Buy	118 +97	+462%	+$3.4K	﹤0.01%	2406
2025 Q4	$712	Sell	21 -2	-9%	-$67	﹤0.01%	2397
2025 Q3	$771	Hold	23	–	–	﹤0.01%	2224
2025 Q2	$762	Hold	23	–	–	﹤0.01%	2092
2025 Q1	$697	Hold	23	–	–	﹤0.01%	2089
2024 Q4	$640	Buy	+23	New	+$668	﹤0.01%	2065

Other funds holding IDLV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

AE Wealth Management increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 75% in Q2 2026, buying an estimated $3.08K and bringing the position to 206 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

AE Wealth Management first reported a position in IDLV in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

AE Wealth Management held 206 shares of Invesco S&P International Developed Low Volatility ETF worth $7.11K as of Q2 2026.
AE Wealth Management bought 88 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $3.08K.
Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2429 holding.
AE Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.