AWM
IDLV icon

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
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

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SEI Investments
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WMWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return