AWA
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Arkadios Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Arkadios Wealth Advisors’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 		$384K Buy
+11,151
New +$391K 0.01% 1231
2021
Q4 		– Sell
-459
Closed -$14K – 1133
2021
Q3 		$14K Hold
459
– – ﹤0.01% 1345
2021
Q2 		$14K Hold
459
– – ﹤0.01% 1424
2021
Q1 		$13K Hold
459
– – ﹤0.01% 1102
2020
Q4 		$13K Hold
459
– – ﹤0.01% 888
2020
Q3 		$13.1K Hold
459
– – 0.01% 689
2020
Q2 		$12.9K Buy
+459
New +$12.5K 0.01% 632

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WMWM
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Morgan Stanley
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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