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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-11,657
Closed -$324K – 1966
2024
Q4 		$324K Buy
+11,657
New +$338K ﹤0.01% 1500

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Atria Wealth Solutions's IDLV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2025, closing a stake of 11,657 shares — an estimated $324K sold.

Atria Wealth Solutions first reported a position in IDLV in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 94 funds tracked by Wall St. Rank hold IDLV as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,657 Invesco S&P International Developed Low Volatility ETF shares in Q1 2025, an estimated $324K.
  • Atria Wealth Solutions first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco S&P International Developed Low Volatility ETF position peaked at $324K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.