AWM
IDLV icon

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

Axxcess 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
2023
Q2 		– Sell
-15,459
Closed -$423K – 640
2023
Q1 		$423K Buy
+15,459
New +$422K 0.03% 405

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Axxcess Wealth Management's IDLV Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2023, closing a stake of 15,459 shares — an estimated $423K sold.

Axxcess Wealth Management first reported a position in IDLV in Q1 2023 and held it in 1 quarter. The position peaked at $423K in Q1 2023. 88 funds tracked by Wall St. Rank hold IDLV as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 15,459 Invesco S&P International Developed Low Volatility ETF shares in Q2 2023, an estimated $423K.
  • Axxcess Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $423K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.