Avantax Advisory Services’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Avantax Advisory Services’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 Q2	$1.51M	Buy	45,475 +982	+2%	+$31.4K	0.01%	938
2025 Q1	$1.35M	Buy	44,493 +816	+2%	+$23.9K	0.01%	941
2024 Q4	$1.22M	Buy	43,677 +141	+0.3%	+$4.09K	0.01%	952
2024 Q3	$1.32M	Buy	43,536 +152	+0.4%	+$4.42K	0.01%	879
2024 Q2	$1.18M	Buy	43,384 +260	+0.6%	+$7.21K	0.01%	894
2024 Q1	$1.21M	Buy	43,124 +1,780	+4%	+$49.7K	0.01%	685
2023 Q4	$1.16M	Buy	41,344 +480	+1%	+$12.8K	0.01%	662
2023 Q3	$1.07M	Sell	40,864 -206	-0.5%	-$5.59K	0.01%	666
2023 Q2	$1.12M	Buy	41,070 +4,585	+13%	+$128K	0.01%	642
2023 Q1	$998K	Buy	36,485 +1,658	+5%	+$45.2K	0.01%	664
2022 Q4	$933K	Buy	34,827 +17,169	+97%	+$443K	0.01%	657
2022 Q3	$435K	Buy	17,658 +448	+3%	+$12.3K	0.01%	837
2022 Q2	$475K	Sell	17,210 -3,564	-17%	-$105K	0.01%	804
2022 Q1	$646K	Buy	20,774 +27	+0.1%	+$840	0.01%	697
2021 Q4	$662K	Buy	20,747 +270	+1%	+$8.49K	0.01%	665
2021 Q3	$627K	Buy	20,477 +90	+0.4%	+$2.85K	0.01%	631
2021 Q2	$630K	Buy	20,387 +163	+0.8%	+$5.06K	0.01%	616
2021 Q1	$614K	Sell	20,224 -889	-4%	-$26.9K	0.01%	560
2020 Q4	$633K	Sell	21,113 -52,947	-71%	-$1.54M	0.02%	488
2020 Q3	$2.11M	Buy	74,060 +55,616	+302%	+$1.58M	0.03%	356
2020 Q2	$510K	Buy	18,444 +1,201	+7%	+$32.6K	0.01%	478
2020 Q1	$454K	Buy	17,243 +7,267	+73%	+$231K	0.01%	458
2019 Q4	$341K	Buy	+9,976	New	+$344K	0.01%	592

Other funds holding IDLV

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Avantax Advisory Services's IDLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 2.2% in Q2 2025, buying an estimated $31.4K and bringing the position to 45,475 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #938.

Avantax Advisory Services first reported a position in IDLV in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.11M in Q3 2020. 103 funds tracked by Wall St. Rank hold IDLV as of Q2 2025.

Avantax Advisory Services held 45,475 shares of Invesco S&P International Developed Low Volatility ETF worth $1.51M as of Q2 2025.
Avantax Advisory Services bought 982 Invesco S&P International Developed Low Volatility ETF shares in Q2 2025, an estimated $31.4K.
Invesco S&P International Developed Low Volatility ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #938 holding.
Avantax Advisory Services first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco S&P International Developed Low Volatility ETF position peaked at $2.11M in Q3 2020.
103 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.