B. Riley Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

B. Riley 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
2025 Q3	–	Sell	-41,508	Closed	-$1.37M	–	1132
2025 Q2	$1.37M	Buy	+41,508	New	+$1.33M	0.06%	279
2015 Q1	–	Sell	-2,371	Closed	-$73	–	1223
2014 Q4	$73	Buy	+2,371	New	+$74.4K	﹤0.01%	1888
2014 Q3	–	Sell	-2,226	Closed	-$74.5K	–	1221
2014 Q2	$74.5K	Sell	2,226 -405	-15%	-$13.4K	0.02%	853
2014 Q1	$84K	Hold	2,631	–	–	0.03%	651
2013 Q4	$83K	Sell	2,631 -427	-14%	-$13.3K	0.03%	586
2013 Q3	$93K	Buy	+3,058	New	+$91.6K	0.03%	559

Other funds holding IDLV

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

B. Riley Wealth Advisors's IDLV Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2025, closing a stake of 41,508 shares — an estimated $1.37M sold.

B. Riley Wealth Advisors first reported a position in IDLV in Q3 2013 and held it in 6 quarters. The position peaked at $1.37M in Q2 2025. 98 funds tracked by Wall St. Rank hold IDLV as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 41,508 Invesco S&P International Developed Low Volatility ETF shares in Q3 2025, an estimated $1.37M.
B. Riley Wealth Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2013 and held it in 6 quarters.
B. Riley Wealth Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $1.37M in Q2 2025.
98 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.